Mid-to-Long-term portfolio (In USD):
-Long physical gold from $950
-Long physical silver from $14
-Long paper silver from $15
-Short US 30-year bond futures from $150
-Long sugar from 16.50 cents
-Long north korean gold coins
-Long chinese yuan against sgd from SGD:RMB of 1:5
-Long RSX at $13.18
-Long GDX at $18.95
-Long SLV at $15.25
-Long RMB vs SGD at 5:1
-Long ruble vs USD at about 65:1 (or ruble vs SGD at about 45:1)
Looking to:
-Long north korean silver coins (A play on North Korea opening up/collapsing)
-Short US corporate bonds
-Long South Korean airlines (A play on North Korea opening up/collapsing)
-Long RJA
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