If you're an individual investor, now is a good time to thinking about this:
1. Go long on the Euro and Yen. Sell US dollars if you have them.
2. Go long in the Chinese, Hong Kong and Indian markets through long-established funds in commodity goods. They will outperform the G3 markets even more than they have done.
3. Go short on the G3 markets in 4th quarter before the large, institutional investors do.
4. Go short on investment banks.
