L Boyd

Betting Against the U.S. Dollar

My problem with UDN is that, as far as I can tell, it doesn't short against the dollar by going long the Chinese Yuan - which, IMO, is the most important one. It does, however, go long the Euro and the British Pound which is very troubling indeed as both of these currencies are probably worse off than the dollar.

Does anyone know of any other similar short USD investment vehicles that include the Yuan?

The Dollar/Oil Surprise: What Does 2009 Hold?

Article has a lot of common sense and I very much agree.

@Patio, I'm on the same page friend. Inflation will not hit us anytime soon, but when it does it will skyrocket. We've still got a TON of de-leveraging to do so I don't think that we're in any near term inflationary pressure. That being said, there are so many USDs being pumped into the market, that when this turns around, the USD will go into a downward spiral. Not a bad time to go short the dollar in the next couple of months, I would wager; no question that if the Euro fails, the dollar would skyrocket, but again, I believe that'll be a relatively short-term spike. In the long-run, the yuan will be a very attractive alternative to the USD. Once again, if you can keep a long-term investment view while taking advantage of near-term opportunities, you stand to do very well. I feel that EVERYBODY knows what's going to happen; the trick is timing all of it right.