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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (10103)3/2/2000 6:59:00 PM
From: Madharry  Read Replies (1) of 78652
 
That is how I understand it however, bear in mind that if you are investing in a company that is reliant upon fx revenues and its liabilities be they accounts payable or debt are in US dollars there could be trouble up ahead as all of us the ability to repay debt becomes impaired even though there is no immediate impact on cash flow. That is my understanding anyway.
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