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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (39528)	10/12/2003 6:02:00 PM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 74559

meaning FX ? I think it is a bit late to invest in other currencies and sell the USD. The sentiment is very bearish toward the USD, and IMHO the big move already occurred. Around 25% slide in the UDX since February 2002. The UDX may drift lower few % points but to around 85 or so. Keep in mind that we are at a stage that most Western Economies are trying to stay competitive. One interesting situation I see in the Russian Rubble but it is a very very risky bet which I will not advise. Further there are several funds that invest in non - US bonds which are worth exploring and non US stock indexes. In general because the perception is of a economic revival I would reach out to commodity related stock funds even that it is a bit late there to.