Thursday, January 30, 2014

Ghost of 1929 haunts, as 1997-style crisis hits - Outside the Box - MarketWatch

Ghost of 1929 haunts, as 1997-style crisis hits - Outside the Box - MarketWatch:



"For now, I continue to recommend investor protect themselves from a worsening crisis by focusing on defensive assets like Treasury bonds and making opportunistic short-side plays. Examples include a position in the leveraged Direxion 3x Treasury Bond Bull TMF +2.22%  and a short against Brazilian steelmaker Companhia Siderurgica Nacional SID -0.06%  . Both positions are carrying gains of more than 7% since I added them to my Edge Letter Sample Portfolio.

Disclosure: Anthony has recommended TMF and SID short to his clients.

Anthony Mirhaydari is founder of the Edge, an investment advisory newsletter, as well as Mirhaydari Capital Management, a registered investment advisory firm. "



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