Moon Kil Woong
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4 Stocks That Could Be Crushed by Rising Gas Prices [View article]
Multinationals: A Safe Way to Play the Coming Drop in the U.S. Dollar [View article]
Right now there seems to be some more wage deflation so it will help balance things out and the Fed has pledged to slow down QE. Then act II of Obama stimulus takes place. Then the dollar drops again. Then if a recovery doesn't take hold the middle class becomes impoverished and consumption drops leading to a tendancy for deflation. Then the Fed etc print more money. then the dollar drops. This type of process has been going on since the beginning of the recession.
If you get sick of it, I suggest you take Larry Bellehumeur's keen advice and buy ADRs. Betting on foreign currency or other things overxposes most people to the wild arbitrary swings of US Treasury rates and the dollar's value caused by the government trying to dissuade people from betting against the dollar as they deflate the dollar. Betting pure commodities tends to overly exposes you too much to a total lack of real demand by US consumers, thus makes you essentially bet on Chinese hoarding of metal (once again betting on another arbitrary government).
Anyway, this is my 2 cents on the issue. Thanks for the article.