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“The US dollar is on a roller coaster. And since S&P downgraded Greece to BBB+, the dollar has been on the rise. One can attribute the recent shift in the dollar to many things – improving US economic conditions, return to risk, or relative weakness in other G7 countries, whatever. But what is clear, is that the dollar’s gaining some strength, 4.7% since the beginning of December on a trade-weighted basis. But this is not sustainable. As economic recoveries diverge (i.e., the G7 recovery is expected to be slower than that in key emerging markets), the dollar will likely fall. That’s just gravity, and a necessary condition for sorting out global trade flows,” said Rebecca Wilder in this guest post. [...] More on this topic (What's this?) 2012 U.S. Dollar Outlook: How to Play A Short-Term Rally (Money Morning, 1/20/12) Dollar Bull Trend NOT Over (Comments for thetechnicaltake, 1/13/12) Challenging Conventional Assumptions (Gold Versus Paper, 10/24/11)  By Prieur du Plessis, on December 23rd, 2009 posted in: Investment, Markets, Money  Leave your comment
Saxo Bank has again put together a list of “outrageous predictions” for 2010. Although done in lighter vein, some of these make one think out the possible implications. [...] More on this topic (What's this?) Did Bankers Deliberately Crash MF Global to Crash Gold and Silver Prices? (the Underground Investor, 12/26/11) The One Question We Must All Ask Ourselves (Money Morning, 1/5/12) JPMorgan Chase (NYSE: JPM) Earnings: Don't Be Misled by Sagging Banking Sector (Money Morning, 1/12/12)  By Prieur du Plessis, on December 23rd, 2009 posted in: Investment, Markets, Money Leave your comment
This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy. [...] More on this topic (What's this?) Dow Jones Chart – December 23, 2011 (My Trader's Journal, 12/27/11) The Big Picture for the Week of October 23, 2011 (Random Roger's Big Picture, 10/22/11) 22 Signs That The Thin Veneer Of Civilization That We All Take For Granted Is Starting To Disappear (Wall Street Sector Selector, 11/13/11)
My friends at US Global Investors came up with a fun quiz on the history, geopolitics, etc. of oil. Click through to play … [...] By Prieur du Plessis, on December 23rd, 2009 posted in: Emerging markets, Guest Bloggers Leave your comment
The thoughts on Libya and Algeria included in this post come courtesy of Mark Mobius, emerging markets guru and executive chairman of Templeton Asset Management. [...] |
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