Loading ...Taking all this into account, I would recommend a market neutral strategy that should be cloaked from the affects that market manipulation will have on your investments. I would recommend going long commodities (especially oil) and companies like PBR, KO and SJR for the weak dollar play. At the same time I would be short homebuilders (LEN, CTX, and KBH), and retail construction companies because of the inflation headwind and probably increase of rates. This way, if the dollar gets strong, its because the economy is getting much worst and rates went much higher, crushing the homebuilders and construction companies. However, if the dollar gets weaker to stimulate the economic recovery, you’ll catch the spike in commodities prices. At the same time, if a hurricane is off the gulf coast, you can have a little something to cheer about to offset the misery that it will bring. […]