rainman

3 Reasons For the Continuing Dollar Rally

1. Hawkish Comments from Janet Yellen
Hawkish comments = lip services amid hopeless situation
2. Euro: No Bias Equals No Action
No Bias = they do better upon inflation
3. G8: The Only Risk is to the Upside
G8 = the great 8 old capitalism hopeless

U.S. Dollar Marathon Update

it is interesting that on TV channel is talking about people are using their credit card to load their gas but less is paying it off.

that is why oil is 123 dollars, oil becomes a hard currency and the buying media is not trusted.

pause on the rate cutting may cause more credit crunch, that is exactly the Fed Catch-22.

Complex Simplicity: A Better Portfolio of ETFs

forget US market for a while, before consensus reached on inflation.

Complex Simplicity: A Better Portfolio of ETFs

My simple and easy recommendations will be:
a FXI, FXP mixed to bet on China domestic demand to be triggered after the earth quake with a few individual picks such as CEO, and CHA.

Dollar's Fall Could Be Limited as Fed Signals Rate Pause

You see, the Americans dragged the Europeans into their own sub prime crisis via REIT alike securities, the next bomb is the dollars in Chinese hands.

The best approach is carrying your trade by bypassing the dollars, such as the Lonnie vs. Australian dollars.

Dollar's Fall Could Be Limited as Fed Signals Rate Pause

It is hard to quantify, will the a rate pause hold the biggest lie in the world, e.g: the dollar.

In the past years, thanks to A.G, this currency had been printed like free, and many of them are stored in the China's foreign reserve system.

Analysts Predict Falling Canadian Dollar in 2008 and 2009

The following-suit-attitud... to the Fed by Bank of Canada will for sure squeeze the Lonnie, of which the main purpose is to get more epxort to US.

Interestingly, the Australians, whose currency is also in the commodity territory, has a different policy as to keep their rate high to avoid inflation, while they raise their oar exporting by 65% each year, mostly selling to the Bao Steel, China.

Which policy is smarter? Time will tell.