Positions

Silver
Looking back I was naive on this investment. I got carried away by all the positive commentary and doom stories and actually believed that there was no way but up for silver (and gold). Ok, now I have learned. I should be more careful.

AUD
Ozzy dollars might be overvalued in the moment. But it's the last carry currency left with its neighbor NZD. And since NZD has strengthened against ozzies by about 1000 pips over the last months, I believe that AUD is the better play currently.

Gotta go to IKEA, will continue this later...

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