Where Have All the Value Investments Gone? [View article]
<<The earnings of the companies mentioned above, Microsoft and Cisco, are pre-dominantly from international sales. So, a weak dollar will benefit these companies, no?>>
Probably not. If the dollar breaks, other major currencies will go too. The yen seems strong, but its vulnerable right now. So is the euro.
Where Have All the Value Investments Gone? [View article]
<<The earnings of the companies mentioned above, Microsoft and Cisco, are pre-dominantly from international sales. So, a weak dollar will benefit these companies, no?>>
Probably not. If falls apart, so too will go the other major world currencies. Spreads on debt between European countries are at historic highs since the creation of the euro, sparking a lot of people to speculate as to whether it might be the first to crumble. The yen is also incredibly vulnerable, despite the fact that it is strengthening right now.
Expert Commodity Picks for 2009: Jim Rogers and Marc Faber [View article]
Paco Ahlgren is saying the same things. I've posted a lot of his blogs here. One interesting aspect to his analysis is the "perfect storm" element to the dollar and treasurys, and how hard he thinks inflation is going to hit.
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Where Have All the Value Investments Gone? [View article]
Probably not. If the dollar breaks, other major currencies will go too. The yen seems strong, but its vulnerable right now. So is the euro.
Where Have All the Value Investments Gone? [View article]
Probably not. If falls apart, so too will go the other major world currencies. Spreads on debt between European countries are at historic highs since the creation of the euro, sparking a lot of people to speculate as to whether it might be the first to crumble. The yen is also incredibly vulnerable, despite the fact that it is strengthening right now.
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