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TTU43: The Case For Currencies As An Asset Class ft. Mark Whitmore of Whitmore Capital Management – 1of2

Top Traders Unplugged

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The Contrarian's Guide to Investing in the Currency World

I think I and you know we talked a little bit at the very beginning of the conversation about how I tend to label myself as a contrarian at least at the extremes. We also do look at commitment of trader reports because there are it's interesting to see how they disaggregate themselves in terms of commercial positions but then you have hedge fund positions, small investor positions and mutual fund positions too. And those types of investors all tend to kind of at different levels of magnitude and extremes act in very predictable ways so that's where we've used that as well to modify positions that we would have. The final analytical overlay is a risk overlay which we use because one thing that I found personally before

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