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With the US dollar trading at a five-month low, spare a thought for non-US investors invested in US stocks and bonds. Will the greenback turn out to be the Achilles heel of the US economy? [...] More on this topic (What's this?) Why We Need A Weak Dollar (Investment U, 6/16/09) Why the Current US Dollar Chart Tells a Drastically Different Story than the World’s Financial ... (the Underground Investor, 5/21/09) U.S. Dollar ETFs (Wealth Daily, 6/9/09)
This post highlights an interesting analysis by the Goldman Sachs Global Economics team, indicating the relative order in which the major economies will return to trend growth and close the output gaps. The conclusions have important implications for asset allocation decisions. [...] More on this topic (What's this?) The Short of It – A Few Thoughts About the Developing Goldman Sachs Stolen Trade Secrets Scandal (the Underground Investor, 7/6/09) The Real Story Behind Goldman Sachs’ $100 Million 1Q Trading Profits (Contrarian Profits, 5/12/09) Blogger Prevails Against Goldman Sachs (The Value at Risk, 7/16/09)
The largest reflation action in human history has not escaped the eyes of the cartoonists. [...] | |||||||||||||||||||||||||
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