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

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.

About Aaron Basile
Day Trading and Swing Trading Ideas, Certified Personal Trainer, Power Bodybuilding, Avid Sports Fan (NBA, NFL)

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