sportsguy

Dollar Weakness Continues

interesting article, as I myself had all my money OUT of equities within two weeks of the very top of 2008, however, I have not re-invested, as the liquidity source for the current rally can be withdrawn at any time, via the FED or via the collapse of the treasury's funding source, resulting in higher interest rates. However, macro man is missing the same point i missed, a domestic indicator does little to help understand international + domestic growth. If the SP500 represents the worlds' top 250 intl companies, and IF the rest of the world recovers faster and sooner, the domestic indicator will be a misleading indicator.

sportsguy