MLG

Opportunities to Profit from the New Cold War

Possible scenario but very speculative at this point. In any case, Russia's fortunes are tied to high oil prices, so the best way to fight this new "cold war" is to invest in new energy sources and bring oil prices down. Companies developing such technologies should be added to the list.

Also, this is another reason why the Euro's high flying days should be coming to an end. The comparative safety of the US dollar, given Europe's economic and geographic proximity to Russia, adds to the mix of factors that make the US currency a good buy at this time.

U.S. Dollar Paradigm Shift Underway

Agree, it is within our control to improve our fiscal and trade imbalances and to invest in energy independence - but are we going to find the will to do it?... It strikes me that the lion's share of the challanges we're facing today in this country are home-made... Sad but fixable.

Yes, the US dollar and US assets are undervalued. Real estate prices in many established US cities are nowadays similar to the prices being paid for similar square footage in developing European cities where average salaries are 1,000 Euro per month and people still use 5 decade-old communist infrastructure. I find it hard to believe that Europe with their unfavorable demographics, sky-high taxes, and culture of red tape and entitlement has suddenly become the world's model of economic growth and its currency of choice.... Don't think it will last...but again it's up to us...