if you could trade only trade 4 markets...

Quote from mokwit:

1- ES (I already trade it)
2- 30 year T-Bond futures
3- A metal (Gold or Silver)
4- A currency (Probably Yen or Swiss Franc)

Under current market conditions this is effectively really all the same trade due to the correlations. Short one and long another is the same trade or a hedge on the other. It is really difficult to fund uncorrelated trades and this represents a huge risk as what might apear to be a "diversified" portfolio is just one big position.
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Exactly my point. Off the top of ones head, it would make sense to pick one from each asset class, but as i said almost single thing has increased in magnitude(moved towards -1 or +1) over the last few years. Its part of the whole global reflation that started early this decade.

Thanks for all the feedback guys. Its interesting to hear the combos others are trading right now.
 
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