Conviction Index

I published those 10 views in no particular order, except that I started with BitCoin which is de facto my strongest conviction call.

However, I did feel the need to rank them - partly because I wanted to take positions based on the views and to scale the size according to the strength of my view where feasible.

So - here goes:

Rank1 -- Short BitCoin
Rank2 -- Short Euro
Rank3 -- Short Russia
Rank4 -- Short Government bonds
Rank5 -- Euro Crisis
Rank6 -- Credit widening
Rank7 -- Short stocks
Rank8 -- Short Gold
Rank9 -- Short London Property
Rank10 -- Wide ranges in Oil