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DEEP DIVE: The Dollar & TINAC (There Is No Alternative Country)
As we observed yesterday, the geopolitical mess around the world continues to favor the US dollar, suggesting increasing net capital…
Currencies
4 posts
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Stay Home vs. Go Global
The Stay Home investment strategy is underperforming the Go Global alternative so far this year in local currencies. On the…
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Weak Yen & Yuan. Mighty Dollar.
The Bank of Japan (BOJ) is an outlier. While all the other major central banks are turning more hawkish, the BOJ remains extremely dovish. This is causing the yen to dive.…
