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Keeping all positions for another week None of my posts represent investment advice, and are provided for entertainment purposes only.

Picked up Yen (FXY) this morning on sale at 72% allocation. Here are the results for the past two weeks and this week's allocations and entry prices: None of my posts represent investment advice, and are provided for entertainment purposes only.

Sold FXY this morning, and bought USO 43% RXI 10% EFV 10% HYG 10% HYEM 10% Reasons: Oil price recovery is lagging (USO) RXI and EFV for global cyclicals and value rotation HYG and HYEM for exposure to credit None of my posts represent an investment advice, and are provided for...

Kept FXY from last week. None of my posts represent an investment advice, and are provided for entertainment purposes only.

Sold MCHI and LQD Friday afternoon, keeping FXY. None of my posts represent an investment advice, and are provided for entertainment purposes only.

Tactically just added FXY at 10% allocation this morning, as it went on sale None of my posts represent an investment advice, and are provided for entertainment purposes only.

Sold FXY this afternoon. Added about 10% of LQD to get a cautious exposure to US Cyclicals. Keeping MCHI because of Biden and of China's superior handling of COVID. Here are results for the past few weeks: None of my posts represent an investment advice, and are provided for entertainment...

Keeping FXY, and just bought MCHI at 109% allocation, for the total allocation of about 164%. MCHI as I think China assets will benefit from the likely Biden win. None of my posts represent an investment advice, and are provided for entertainment purposes only.

Sold mchi and vtv just now, keeping fxy

This week's trades MCHI 76% VTV 57% FXY 55% Cash -89% None of my posts represent an investment advice, and are provided for entertainment purposes only.

Just sold MCHI and XLI. None of my posts represent an investment advice, and are provided for entertainment purposes only.

As the democratic sweep possibility will continue to get priced in, China assets will continue to benefit. So will the US Industrials – due to the anticipated infrastructure spending. Keeping 100% allocated MCHI allocation, and adding 75% of XLI on margin Results for the past few weeks...

Just sold FXY, GLD and HYD, and bought MCHI at 100% allocation - Biden's win would benefit Chinese equities, and I am expecting Biden's lead in the polls to strengthen. None of my posts represent an investment advice, and are provided for entertainment purposes only.

Sold DBB and VEU Friday afternoon, kept FXY. Added GLD as a heaven, and HGY for continued FED buying in Credit. Allocations (excess over 100% is on margin): FXY 90% GLD 13% HYG 28%

Adding two positions on margin to the one entered on Friday for the total allocation of approximately 200%. DBB (10%) - appears to be on sale, while strong demand fundamentals continue FXY (90%) - to reflect the continuously dovish Fed None of my posts represent an investment advice, and are...

Sold all positions around 3:30PM today, and rotated into VEU at 100%: US stimulus uncertainty, dovish Fed and political uncertainty will drive US markets underperform non-US. Results for this week, and current allocation: None of my posts represent an investment advice, and are provided for...

Closed out LQD this morning. Here are the results for the last two weeks: This week entering the following trades: FXY, FXF and GLD to reflect the continuously dovish Fed; QQQ, VUG as I think the recent profit taking in Tech has now played out; DBB - strong demand fundamentals. Allocations...

Here are the results for the last three weeks. Sticking with LQD for now. None of my posts represent an investment advice, and are provided for entertainment purposes only.

Sold FXF this morning, bought LQD at 100% allocation. Looking to trail out of FXY probably today. (so, 150% allocated right now, but will be back to 100% once FXY sells) None of my posts represent an investment advice, and are provided for entertainment purposes only.

Closed out SH this morning. This week's trade - Continued weakening of USD, ahead of the Fed framework formalization, expressed through JPY and CHF longs. Here are the results of the last two weeks: None of my posts represent an investment advice, and are provided for entertainment purposes only.