Michael Comeau

How the Dollar's Continued Rise Affects Exports

The strong dollar will take a huge toll on a great many companies - this is one of the reason I'm short AMZN. In addition, I'm very cautious towards names like HPQ and IBM - the weak dollar used to help them beat estimates. It looks like that trend is over.

What's Holding the Pound and Euro Down, Plus Interest-Rate Outlook

I'll throw a question out here for f/x experts - could the dollar's recent strength be a result of the unwinding of short positions at hedge funds? Shorting the dollar has been a popular trade over the years, so could the collapse of hedge funds explain the strength?