> In fact, holding Cash/USD has been basically one of the best performing things in my entire portfolio this year (after oil/energy) This is what I'm arguing.

> In fact, holding Cash/USD has been basically one of the best performing things in my entire portfolio this year (after oil/energy) This is what I'm arguing. Do you deny it? ------ In a bear market, you don't have to outrun the bear to get ahead. You only have to outrun your friends.