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Aly-Khan Satchu » Comments » UDN

  • All Eyes on the U.S. Dollar [View article]
    Good Grief.

    Very bright eyed and bushy tailed? I have tended to find that Patriotism whilst a laudable emotion, is entirely useless when it comes to investing.

    The $ rally has ended this morning as the United States deploys the Zimbabwe monetary strategy which is to print notes and hyperinflate.

    The US Government has had to intervene because the Global Free markets are not prepared to pony up any more risk capital for those who have so patently diplayed an ability to lose it.

    The response is correct but lets not kid ourselves that it is the best response in a truly abject position.Transferring as yet unquantifiable losses from a defunct Banking Sector to the Taxpayer is not an act of muscularity, I am afraid. Its a last resort.

    Aly-Khan Satchu
    rich.co.ke
    Oct 13 06:16 am |Rating: 0 0 |Link to Comment
  • Contrarian Trading Tips: Gold, the Dollar, Energy and Financials [View article]
    Nearly every commentary I have read today is suggesting the same strategy so perhaps the real contrarian would buy the $ and sell Gold and Energy.
    Aly-Khan Satchu
    rich.co.ke
    Aug 11 05:51 am |Rating: 0 0 |Link to Comment
  • Is the Dollar Rallying on Realigned Expectations? [View article]
    The dollar is rallying because nearly all the bad news is in the price. The bad news is not in the price elsewhere. I think this rally will gain real traction and that the ascendancy of Barrack Obama will completely change the way that International Investors look at the US. The US Real Estate market has already adjusted with a vengeance, the others [especially in Europe] are still playing at the edges. I like 1 year calls 1.40 strike versus Euro.

    Aly-Khan Satchu
    rich.co.ke
    Jul 30 00:56 am |Rating: 0 0 |Link to Comment
  • US Dollar: 5 Reasons It Will Not Hit a New Low [View article]
    If I might throw in my cents worth. I tend to agree with the Author. I know Bernanke's nickname was 'Helicopter Bernanke'; he proposed a theory that in intractable recessions, monetary policy would be helped by throwing money from the sky!

    Having said that, the US real curve is now steepening. This will add some spine to the $. Short term rates currently are subsidising the Banks thats for sure but long term rates are taking cognisance of the more hawkish rhetoric.

    Sentiment [as witnessed by the other comments] is so utterly negative that purely on that basis, the elastic is stretched way too far.

    Aly-Khan Satchu
    rich.co.ke
    Jun 12 01:08 am |Rating: 0 0 |Link to Comment
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