King of Currency: The U.S. Dollar Hedge [View article]
The concept of a stronger dollar overall has limited appeal, but as an asset class there is no other currency that comes close to challenging the dollar dominance as the ultimate risk play. As a vehicle to hedge, it is unsurpassed in regard to value, leverage, and ease of purchase.
A Strong Dollar is another story all together, because once forward growth and interest rate variable get back into focus, the equity/risk percentage correlation will be reduced a little, ultimately increasing the cost of hedging any portfolio with a spot dollar trade, but leaving the hedging principle firmly in place.
Agreed Jordan, just this time round there is no rule book to work from, and the debt based system is lacking a major component; accountability.
No M3 numbers, disjointed TIC data, a CPI report that looks as though the Riddler from Batman put it together (oh wait, Mr Alan Greenspan may have worked on M3 and CPI reporting), and now a 'Strong Dollar' policy getting spouted at each opportunity. Hmmmm, something just does not add up, whatever our individual opinions are.
Daily Currency Forecast: Euro Trading Comfortably [View article]
Good call on the need to watch Euro at 1.4000, this may turn into as big a swing point as hitting 1.6050 once was. This swing point however has the Carbon Tax and inadequate economic reporting to thank for maybe allowing the common currency to get legs, and expand the exponential growth that the new world order is looking for in Euro dollars.
King of Currency: The U.S. Dollar Hedge [View article]
A Strong Dollar is another story all together, because once forward growth and interest rate variable get back into focus, the equity/risk percentage correlation will be reduced a little, ultimately increasing the cost of hedging any portfolio with a spot dollar trade, but leaving the hedging principle firmly in place.
How Well Correlated Are the Global Markets? [View article]
Major Currency Pairs Positioned for a Breakout Attempt [View article]
Why Buy Dollars? [View article]
No M3 numbers, disjointed TIC data, a CPI report that looks as though the Riddler from Batman put it together (oh wait, Mr Alan Greenspan may have worked on M3 and CPI reporting), and now a 'Strong Dollar' policy getting spouted at each opportunity. Hmmmm, something just does not add up, whatever our individual opinions are.
Thanks all, for the feed-back.
Daily Currency Forecast: Euro Trading Comfortably [View article]