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Boeing - Weak Dollar Play
Wednesday, November 10, 2010 - 6:18am | 499Read More...We are told that inflation is too low that it's intolerable, even though our grocery bills keep going up, portions of meals keep getting smaller in restaurants, and gas price is back to 2007 level. But then, of course, core inflation excludes food and energy, as none of the fed chairmen need to...
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Why The US Market or Especially Emerging Markets and Commodities are Similar to Highly Levered Bearish US Dollar Plays (UUP, CRBQ, EEM)
Monday, November 2, 2009 - 6:32pm | 178Read More...Over the past year owning the US market or especially emerging markets and commodities has been the same as owning highly levered bets against the US Dollar. And the leverage factor has been in the 2x to 4x range! Most investors know high leverage is risky, but few people perceive foreign equities...
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Be Careful Of The Weak Dollar Play (CRBQ, GDX, EEM)
Thursday, October 29, 2009 - 5:50pm | 190Read More...I would be very careful about overly 'diversifying' into foreign markets, commodities, and commodity linked equities. These moves have been traditionally made to reduce volatility in a portfolio. However recently this has had the opposite affect. Gold, commodity linked equities, and foreign...
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Markets Push Well Higher On Weak Dollar & Higher Commodities (GLD, GDX, IEZ, SPY, UUP)
Tuesday, October 6, 2009 - 11:34am | 295Read More...The markets are extending yesterday's gains with little resistance. The S&P 500 is up 1.8%, the NASDAQ up 2%, and the DOW up 1.7% in late morning trading. The main impedance for this move is a weaker dollar (partially caused by Australia's 0.25% rate hike) and gold's move higher (now at $1,042...
