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  1. I

    Flight to safety?

    And another titbit of information coming off the institutional trading desks: Traders and hedge funds have shorted the Euro by $8billion to date. This is the biggest ever short position against the Euro so far. This was as of 2nd Feb. So as i have been saying for a long time, what...
  2. I

    Flight to safety?

    I just use a 'simpler' view. Whats the long term average of the AU$/US$ rate. How far above/below gives me my 'margin of safety'. This has worked nicely for me as a diversification buffer in recent months. It also worked for me late last decade/early this decade when international...
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