Stanley put himself on a line

Stanley Drunkenmiller: Recent selloff in commodity prices is not a ‘correction’, but instead the end of a supercycle — Ira Sohn conf comments- Recommends investors hold currencies that benefit from lower commodity prices. — Recommends shorting AUD, avoiding CAD (as commodity currencies). AUD is being propped up by foreign bond buyers in search of yield. — Still likes GOOG, remains biggest holding. At 16x earnings and no China exposure, GOOG is cheap.

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