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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: andiron who wrote (90768)1/23/2008 8:48:43 AM
From: Perspective  Read Replies (1) of 110194
 
<-dollar index has reached bottom.>

The potential repatriation of hot money to the U.S. would certainly make it more difficult to use export growth to bail out our hides.

It also makes emerging market shorts that much more attractive. In recent years, the gamblers have made a ton not only on the soaring equities in BRIC stocks, but also on their strong currencies. If that goes into reverse, both factors work to the advantage of the short seller.

DISCLOSURE: short lots of BRICs.

`BC
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