The year 2011 has been marked with extreme volatility, much to do indecisive politicians that have not only shown a lack of decision making and slow response to changing environments, but that have actively worked their way towards the wrong direction and into a corner. As such, when I received the following quote from an
After being underweight equities for a while OSEBX has corrected down more than 20 per cent, together with other large drops in global equities following political indecisiveness on both sides of the Atlantic. The quick drop, however, changes the Risk/Reward consideration and it now seems prudent for longer-term investors to start gradually increase the equity
While having an underweight view on equities other asset classes are worth a look. In addition to credits, one of the more interesting to follow, in my opinion, is foreign exchange speculation. EURUSD is currently trading below the option barrier around 1.45 after having enjoyed a revival over the past two weeks (circled), as the
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