Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: SouthFloridaGuy who wrote (13551)	10/18/2004 2:19:03 PM
From: michaelrunge	Read Replies (1) of 116555

>I fully expect US T-bonds to be the best performing investment over the next two years. LongIslandGuy, the problem with US T-bonds is that they are denominated in US Dollars, which are likely to get a haircut sometime soon. Why not hold foreign gov't bonds which pay better rates and have upside in the event of a USD devaluation? I worry about currency stability, and have tried to move out of USD denominated assets via the Everbank CDs and Templeton Global Income Fund (GIM) which pays (I believe) about a 5% dividend. The strongest period of its performance (ie, slope of rise, not duration of rise) from what I can see is the period in mid to late 2003 when the USD was falling in value. GIM went sideways for 2004 so far, but my bet is that it will do well in 2005 if USD falls again (if???).

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