We just received this opinion from a german hedge fund manager, through his latest investor’s letter:

“Most commodities can safely be shorted on a strong day. The gold price bubble has burst. I also think it is about time to bet on higher yields of German and French bonds, and lower Italian and Spanish yields. There is one main real estate market which is not overvalued or in free fall: Germany’s. It is worth a look.”

Interesting. What do you think?

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