Kyle Bass Reappears On The Strategy Session, Discusses Greece, Japan, EU

http://www.cnbc.com/id/42990036

Bass is one of the most sobered personalities in the business and his sentiment regarding sovereign debt in the EU and Japan resonates with my own analysis. He has been bullish on precious metals for some time, but he understands the value of the dollar versus the Yen and the Euro and how that may impact commodity prices as the market is still trading assets based on the value to currencies relative to one another.

He says that restructuring in Greece is a matter of if, and not when and the restructuring will have a negative impact on the commodities complex when it happens. This is exactly what I have been discussing on this website and it is exactly why I have changed my medium term strategy to focus on going long the dollar index.

Advertisements

About Aaron Basile
Market Technician, Equity/Commodity Trader, Austrian Economist, Contrarian Investor

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: