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Douglas Borthwick

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  • In 2012, Buy EUR/USD As Reality Trumps Fear [View article]
    Mid-2013, and the EUR/USD continues to display strength rather than weakness. I hear little from the GREXIT and EUR/USD Parity crowd these days.... Yet, as all would admit... In Europe nothing has changed...
    Sep 16 08:39 PM | Likes Like |Link to Comment
  • In 2012, Buy EUR/USD As Reality Trumps Fear [View article]
    2012 Has come to an end. The EUR/USD is not at 1.1500, and remains up on the year.
    Dec 28 02:57 PM | Likes Like |Link to Comment
  • In 2012, Buy EUR/USD As Reality Trumps Fear [View article]
    This trade went through a bad patch over the Spring and Summer, but is now +14.9%. I still like it.
    Sep 14 11:03 AM | Likes Like |Link to Comment
  • In 2012, Buy EUR/USD As Reality Trumps Fear [View article]
    I continue to like long EUR/USD and Gold, with the combination up 16.8% YTD. The EUR/USD continues to deliver, breaking above the 1.3300 handle. Greece is getting closer to being a post-bailout country, Italian Yields have dropped significantly and the IMF seems to be readying a larger firewall to be announced in late April.
    Feb 23 11:14 AM | Likes Like |Link to Comment
  • Beware Messengers Of The Euro's Demise [View article]
    Excellent article.
    Dec 23 11:15 AM | Likes Like |Link to Comment
  • Tortoise, Hare And The Coalition Of The Unwilling [View article]
    The International Monetary Fund (IMF) Chief economist says that the US could suffer "quite a bit" from the Euro zone crisis.
    Dec 14 09:26 AM | Likes Like |Link to Comment
  • Introducing The European Monetary Fund [View article]
    I would add, I do not expect 5X or 10X leverage, but I do expect leverage of some kind.
    Dec 6 01:14 PM | Likes Like |Link to Comment
  • Introducing The European Monetary Fund [View article]
    I would add, I do not expect 5X or 10X leverage, but I do expect some degree of leverage in the fund.
    Dec 6 01:13 PM | Likes Like |Link to Comment
  • Market Extremes Encourage Similar Outcomes In Europe [View article]
    I also agree the Fed will act before the ECB.
    Dec 5 07:53 PM | Likes Like |Link to Comment
  • Market Extremes Encourage Similar Outcomes In Europe [View article]
    I Agree with that timetable
    Dec 5 07:52 PM | Likes Like |Link to Comment
  • Market Extremes Encourage Similar Outcomes In Europe [View article]
    Fresh off the press... GERMAN FINMIN SAYS PROPOSES SETTING ASIDE IN A SPECIAL FUND SOVEREIGN DEBT OF OVER 60 PCT OF GDP
    Dec 1 10:39 AM | Likes Like |Link to Comment
  • Higher Euro Thoughts [View article]
    I agree Strike. The ECB is intentionally taking its time... This is a live stress test. It forces banks to make hard decisions and governments to make harder ones. This is in stark contrast to the US way of dealing with crisis situations.
    Nov 18 08:07 AM | Likes Like |Link to Comment
  • The Technocratization Of Southern Europe [View article]
    Knight, both the Greeks and the Italians seem rather happy with the change in leadership. Austerity is the sensible way out. Better to cut back spending than spend more. Europe is being responsible, while th US continues to put off inevitable austerity into the future. Being the major reserve currency is a responsibility that the US is now taking advantage of. Europe wants to be a better currency and is cleaning up shop to make itself more attractive, and to create new products and depth in their fixed income markets. This will come with European Fiscal Union by 2020. In the global scheme, investors prefer to invest in the country that does not debase it's currency. The euro is a good example of this.
    Nov 13 04:39 PM | Likes Like |Link to Comment
  • Why We See A Weaker U.S. Dollar Going Forward [View article]
    They prefer whatever is on sale... They buy EUR/USD when it is offered and Gold when it is offered... They remain underweight both in their reserve portfolios.
    Nov 9 08:10 AM | 1 Like Like |Link to Comment
  • Why We See A Weaker U.S. Dollar Going Forward [View article]
    I think the only people that are talking about ECB QE are the folks that have been wrong so far on the 'collapse' of Europe and the EUR/USD. It is far from the minds of the ECB at this time. It has not been discussed, and would be entirely against the independence they cherish.
    Nov 8 05:34 PM | Likes Like |Link to Comment
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