Monday, June 13, 2016

Long US dollar, long agriculture and short US stocks is a play on economic crisis

I expect very serious economic turmoil and financial market turmoil in the next five to ten years. I would expect in the next two or three years, you are going to see markets around the world being weak and maybe even collapse in some countries. 

In such a situation, I would bet on the US dollar mainly, because that is where people will go for a while, maybe some more agricultural products because agriculture is getting better and better. I would short US stocks. 

What I would do is go long in the dollar, and short the US stock market especially the Nifty-50 stocks and long agriculture.