FXC is a great leading indicator for January short!  See Jan 2014, Jan 2015, and Jan 2016.  So the setup for SPY short is perfect starting Jan 3!

Now later in the year…longer SPY shorts will be entertained as recession is near.  So the idea is to short SPY in Apr/May when RWms occurs and selling end of October 2017.  For a truly large return, recession must occur.  Economy is overdue for one and the rest of the world is in one at the moment. BUT UIC YoY change must reflect this early in the year.. by going positive +…

Even though money can be had with long TLT at certain times, the policy is to play SPY short.  TLT will become a play again perhaps in Nov/Dec if SPY falls 25% or more, ccpi > 2.0 and fed rates have dropped to 0 (theses are ideal conditions for TLT run).