Thursday, March 19, 2015

U.S. Small Caps

I'm all in.

50% Emerging Mkts.
50% US Small Caps

On these latest developments in the interest rate and currency markets. And on the technicals of the IWM.

The Fed has our backs. The strong dollar is on their radar. And the Euro will bottom somewhere soon. And the Yen must pause. And this will be due to the Fed on hold even as the U.S. economy is gaining strength. A recipe for inflation. The first rounds of inflation are often intoxicating.

Time will tell.  I will limit my losses if wrong.

Control risk,

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