Thinking Outside the Box to Expand Investing Horizons [View article]
thanks Roger,
1. the Kiwi will need 4 trillions of global fiscal exdenditures to jump again, 2. maybe the kiwi food stocks can do something to feed 1.2 billion chinese, 3. the plat/au gap underperforms in recessions (plats=cars, gold=inflation) 4. the best proxy for trading the Baltic shipping index is FXI , check the correlation, short the yuan (if you can)
Currency Bundles Pegged to the Dollar [View article]
nice, but you are buying Barclay Capital risk firts and second, the promise of currencies appreciation. Just look the risk of this bank:
Europe March 31 2008 Capital/Assets Europe EU Broker UBS 1,9% EU Bank Barclays 2,6% EU Broker Commerzbank 2,6% EU Bank BNP Paribas 3,5% EU Broker Credit Suisse 4,4% EU Bank Royal B Scotland 4,8% EU Bank BBVA 5,6% EU Bank HSBC 5,8% EU Bank Santander 6,3%
Thinking Outside the Box to Expand Investing Horizons [View article]
1. the Kiwi will need 4 trillions of global fiscal exdenditures to jump again,
2. maybe the kiwi food stocks can do something to feed 1.2 billion chinese,
3. the plat/au gap underperforms in recessions (plats=cars, gold=inflation)
4. the best proxy for trading the Baltic shipping index is FXI , check the correlation, short the yuan (if you can)
Bad News for the Economy Is Good News for the Dollar [View article]
Currency Bundles Pegged to the Dollar [View article]
Europe March 31 2008 Capital/Assets
Europe
EU Broker UBS 1,9%
EU Bank Barclays 2,6%
EU Broker Commerzbank 2,6%
EU Bank BNP Paribas 3,5%
EU Broker Credit Suisse 4,4%
EU Bank Royal B Scotland 4,8%
EU Bank BBVA 5,6%
EU Bank HSBC 5,8%
EU Bank Santander 6,3%
SCARY Isn it?