XJO - Bear Posts only (Factors which might cause the markets to fall), page-12075

I don't like the idea of overexposure to AUD in Aussie banks. For example look at the inflation rate in Australia compared to Switzerland. I know what you mean about timing the exchange of AUD and right now is not a good time but that's partly because of Australia's reckless fiscal policy over the last few years.

But I'm really just trying to diversify risk really.