If anyone is interested in what Dennis Gartman is doing - here is his latest:

Long - infrastructure stocks, Canadian bank stocks, equities of Canada, Brazil and or Australia, GE AA CHK BG SU FDO L GS DOW X AA IPSU SFD ANDE ACI;

Short- SPX via SDS (actually long), equities of Germany and France, BRK.B;

Long English speaking currencies and short the YEN;

Clearly he is long the commodity industry against short positions in equities in general and he is long L against BRK.B - Buffet says on CNBC - Buffet to Gartman- Bring it on (CNBC interview with Warren - shorts are the eventual buyers).

All the above FWIW-


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