Registered:
24/02/09
Seen:
12th Apr '11
Followers:
15

Comments
220


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Investment Strategy

I'm looking for correlation between asset classes, so keeping a mix of currency, commodity and equities.  Generally bearish on the dollar, expecting inflation to rear it's head.  On equities, I'm looking at a variety of sectors, with understandable balance sheets and names that have been oversold.  Overall view is about risk reduction but I think in times like this what is traditionally seen as low risk, eg holding USD, is not.  Keeping away from UK plc as I think it's in a lot of trouble.  Don't like these oil exploration companies - too many operational risks plus possiblity that governments will raise taxes to fund other things.



Gradders73's Latest Blogs
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Any views on this name?

Gradders73 23rd Jul '09
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3

Coal to Liquid technology

Gradders73 14th Jul '09
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Goldman Quant scandal

Gradders73 8th Jul '09
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1

US Housing Market

Gradders73 28th Jun '09
2
3

US Treasuries and foreign buyers

Gradders73 25th Jun '09
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Gradders73's Latest Comments
5

Monitise General Discussion

Gradders73 13th Aug '09
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2

Oil & Gas - Markets, Prices and Outlook

Gradders73 12th Aug '09
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1

Time to buy?

Gradders73 3rd Aug '09
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2

The Extract Complex

Gradders73 3rd Aug '09
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0

The price of Gold

Gradders73 30th Jul '09
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Gradders73 Followers

Gradders73 has 15 followers including:


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