Funny

I just realized something today. The job report was better than expected, which was good news, so the dollar went up.

So my short of stocks and long on bonds will probably only work when the economy really does start recovering....
... and I'm not sure about the bonds in that case.

But I've got to stick with the bonds, because credit really is still contracting. The oil short will have to work eventually, as storage will run out and extra supply has to hit the market eventually.

On the other hand, the dollar devaluation will boost business overseas, and help recovery...

So, I basically have no clue what's going on.