Morgan Stanley: Maintaining the USD's Reserve Currency Status [View article]
Gary,
I am puzzled by your analysis. You don't mention the lack of U.S. reserves, the current account deficit, the $4 trillion GAAP annual deficit as problems, not the fact that the Euro is already 26% of reserve currencies.
Barron's just seem to understand that the control of markets is moving outside of PR control (like this article) and toward data control. As the new global masses of Middle Class people, as SWF's, as pension funds, put money in these funds that will contune to grow in value. This is no longer a market controllled by a few in one country.
Flow of Funds Report: Maybe Bernanke Is Onto Something [View article]
I think you need to go back and look at the Financial Report of the United States....liabilities have been rising faster than assets since 2000. You are leaving out the Federal laibilities which rose from $20 trillion t0 $50 trillion.
Goldman Sachs Bearish on Canadian Dollar [View article]
I have found it very profitable to always bet against GS recommendations. The last was their projection late in the year for Gold to fall 15-20% early this year. I bought based on their negative recommendation.
Dollar's Decline a Crisis of Solvency - Not Liquidity [View article]
Agree completely.......the only thing you have to watch is the dollar right now. There is no substantive work being done on the current account deficit, SS and Medicare, or the National Debt.
Greenspan is correct. The consumer economy in the U.S. won't return this decade. We will need to be an export economy to grow. The drop in the dollar helps, but we need a real jobs focus on exports.....this is where the stimulus package should have been aimed.
Thoughts on the Dollar: PPP and Thresholds [View article]
Jim,
Thanks for the well presented article. I think you are talking about yesterday's economy, not tomorrows. If the dollar were to rally,it would stall any recovery. The U.S. is no longer a consumer economy. It will be an export economy, and that takes a lower dollar.
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Latest | Highest ratedMorgan Stanley: Maintaining the USD's Reserve Currency Status [View article]
I am puzzled by your analysis. You don't mention the lack of U.S. reserves, the current account deficit, the $4 trillion GAAP annual deficit as problems, not the fact that the Euro is already 26% of reserve currencies.
News That Moved Tuesday's Market [View article]
Get Out of Commodities - Barron's [View article]
Meredith Whitney Threatens Severe Deflation For Your Portfolio [View article]
Five Indicators Moving the Dollar the Most [View article]
Bespoke's Commodity Snapshot: Key Support Lines Challenged [View article]
Flow of Funds Report: Maybe Bernanke Is Onto Something [View article]
Employment Figures Mean Big Fed Cut, More Dollar Weakness Likely [View article]
Your number of 100,000 job losses is right if you net out the category with the big job increases - Government added 38,000 people!
Goldman Sachs Bearish on Canadian Dollar [View article]
Yen Carry Trade Hits a Critical Juncture [View article]
Dollar's Decline a Crisis of Solvency - Not Liquidity [View article]
Capitalize on Water Shortages With Grain ETFs [View article]
You are so right. Most people don't know what you know.
The other time bomb is Mexico.
Wednesday Outlook: Fed Inflation Softness Alarming [View article]
Water ETFs: Commodity or Infrastructure Investments? [View article]
I still like the grains play,since it is an indirect water play.
Thoughts on the Dollar: PPP and Thresholds [View article]
Thanks for the well presented article. I think you are talking about yesterday's economy, not tomorrows. If the dollar were to rally,it would stall any recovery. The U.S. is no longer a consumer economy. It will be an export economy, and that takes a lower dollar.