- Trade over, Rotation, slowdown in China, organic to country, Japan
- Short trade out there? Yes, she says.
- US Dollar weakened, commodites gain, now buck will strengthen
- Emotional trade? Right she says. Commodities, it's bubbles since the tulips.
- Movement into Gold over, time to move on: out of favor areas ready to run
Second video is about technical analysis of charts, gold and staples look good, SPY (S&P) and XLF ( financials) don't.
The third video is "Dos Hombres".
- don't fight the trend
- defensives outperforming
- how did you sleep? the lesson like this, if you didn't sleep last night, overexposed to stocks
- don't be a hero, look out for yourself, have some cash left over
- not in a correction yet
- don't bargain hunt yet
- not that bad yet, don't panic
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