This is how I think

[Scanner]

I’m Short Gold, The VIX and Treasuries: Harry Rady | Breakout - Yahoo! Finance

I liked how this guy thinks. It's generally how I think - the "assymetric risk/reward ratio". That being said, certain "market efficiency hypothesizers" think there's no such thing.

[yourmoney]

I don't know if I would ever bet against gold bugs. And is it wise to short treasuries when the Fed has promised low rates for two years?

[ez1]

It may be wise to short treasuries because the charts show their levels look overbought. The fact that interest rates are being held low tells me that "risk on" is more likely the bet than "risk off" - meaning a flight FROM safety ... bad for treasuries. Am I missing something?