Monday, 17 May 2010

China

So indicators are starting to point to a drop in China real estate bubble.

Consider buying:

FXI Put - Nov, 37/38 (3.55/4.00)? or 2x 35 (2.74)

Might have to look at getting out of my EEM/VWO/FXI and other internationals soon if this is going to be the case.

Also consider: UCO if it drops a bit more and levels out.

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