User 143167

Five Ways the Global Economy Is Rebounding

You are DEADLY WRONG about the dollar and commodity. The surge of dollar(together with Yen) and plunge of commodity prices stand for more credit wipeouts and deleverage going on due to the carry trade unwinding. This is VERY BAD to the US credit and stock market!
We need another quick drop in the dollar and rebound in the commodity prices to let the global equity market move upwards. If the oil goes down below $50 and dollar index up to 100, I assure this will be a depression for sure!

Global Investing: Get Past the Noise

Stocks like WMT, IBM and Intel have more cash flow from overseas, actually 50% of the earnings in S&P500 are from oversea sellings. With cash flow in a basket of currencies and the stock denominated in the $, a strengthening US$ will be negative to the value of US stocks. Every analysts who use DDM or DCF to value stocks know this.