I am so glad I found you. I rand a global fund in 1986- 1992, but had to retire because of illness. For years I have been patching together info on various markets, because after investing globally is my expertise. I must say I was very good at it. Your newsletter is great because it packs in really good information so that, being American, I have a good feel as to what happened overnight. The US was the only game in town for a more than a few years. The tables will turn for US investors as the dollar will roll over. I experienced the volatile 1987-88 currency wars when people kept betting the dollar would continue to go down. My bet here is that dollar will stay strong longer than most investors have patience and that when it turns, the first leg down will be quite fast. Will the central banks intervene? Who knows but politically a strong dollar is crucifying Europe because so many commodities are priced in dollars. US multinationals are up in arms too as foreign earnings are much less than expectation.
So keep your quality newsletter. I’m very appreciative
I am so glad I found you. I rand a global fund in 1986- 1992, but had to retire because of illness. For years I have been patching together info on various markets, because after investing globally is my expertise. I must say I was very good at it. Your newsletter is great because it packs in really good information so that, being American, I have a good feel as to what happened overnight. The US was the only game in town for a more than a few years. The tables will turn for US investors as the dollar will roll over. I experienced the volatile 1987-88 currency wars when people kept betting the dollar would continue to go down. My bet here is that dollar will stay strong longer than most investors have patience and that when it turns, the first leg down will be quite fast. Will the central banks intervene? Who knows but politically a strong dollar is crucifying Europe because so many commodities are priced in dollars. US multinationals are up in arms too as foreign earnings are much less than expectation.
So keep your quality newsletter. I’m very appreciative
!
Excellent and insightful update. Best read alongside 'Unhedged" from the FT – perfect combo!
Enjoying these daily updates more every day!