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  • 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.
    Aug 17 12:00 pm |Rating: 0 0 |Link to Comment
  • How Well Correlated Are the Global Markets?  [View article]
    You are welcome, thank you for taking the time.
    Jul 01 12:50 pm |Rating: +1 0 |Link to Comment
  • Major Currency Pairs Positioned for a Breakout Attempt [View article]
    This may answer it Dave, it is a pivotal time. seekingalpha.com/insta...
    Jun 30 06:42 am |Rating: 0 -1 |Link to Comment
  • Why Buy Dollars?  [View article]
    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.

    Thanks all, for the feed-back.
    Jun 29 12:42 pm |Rating: +2 -1 |Link to Comment
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