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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: TobagoJack who wrote (64451)6/3/2005 4:28:55 AM
From: Taikun  Read Replies (1) of 74559
 
Jay,

This USD is blistering along. With hedgies deleveraging and Fortune 500 companies repatriating billions this year, and the Euro's malaise to boot, it seems some investors are misreading the jobs number and they think the US is really going to outperform. Of course, at the same time we have bonds rallying so are stocks.

I only have one question.

What happens next, after the USD tops out?

Is it "Run for the hills?"

D
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