SAHIL VIJAY wrote:
I do not know for how long, but for the moment by long on stocks and currencies and even commodities and exit usd and bonds.
Something in commodities hasn't convinced me to turn into a aggressive Bull nor an aggressive Bear either. As far as USD is concerned it is getting at a stage where everyone i know is Shorting INR , when everyone i know are doing the same thing --> opposite happens
For Stocks its still not a Bull Market i.e. stock specific is the way forward.