Waiting for the big Kahuna Message Board

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Strategies & Market Trends : Waiting for the big Kahuna

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To: GROUND ZERO™ who wrote (61548)	12/17/2002 2:27:12 PM
From: Lizzie Tudor	Read Replies (3) of 94695

you are so right... A weaker U.S. Dollar will increase U.S. exports, this is good for U.S. companies, great for our trade deficit, a lower U.S. Dollar at this time is a gift to American investors... sure, it raises the price of gold in relation to the weaker U.S. Dollar, but only in U.S. Dollars... gold could still be declining in other currencies or not rising as quickly... keep your eye on U.S. interest rates also, I don't think we'll see any further lowering, maybe even an uptick or two from this point forward... Amazingly, I think this is the only time I have read this sentiment (that a controlled dollar decline can be good for stocks) on any of the trading threads. In the early 90s a declining dollar was great for tech stocks, selling into asia. Today asia is the largest opportunity again, except this time it is china with 10x the potential than asian markets of the past. I am in favor of a dollar decline from here... assuming most international money that was sensitive to the issue has pulled out already anyway. I agree a dollar decline is a drag on stocks but you have to weigh that against the potential of increasing sales- in 2002 we had declining dollar and declining sales which was deadly but that is likely not the case going forward. fwiw Lizzie

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