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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Ed Ajootian who wrote (186749)

11/30/2014 4:05:50 AM

From: elmatador

of 206338

oil has been its closest replacement as a store of value. “oil standard”, with Opec adjusting supply to limit oil’s volatility, has cohered ever since.

The dollar depreciated significantly in the years leading up to the 2008 financial crisis, and its nadir overlapped closely with a speculative bubble in oil. Now, it is strengthening significantly.

That correlation with the dollar leads to a second clear correlation, with emerging market equities. They tend to outperform when the dollar is weakening (as in the years leading up to 2008), and to underperform when the dollar grows stronger

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