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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Wyätt Gwyön who wrote (709)2/26/2004 9:29:07 AM
From: gregor_us  Read Replies (1) | Respond to of 116555
 
Yes, Darfot. I built a weak-dollar portfolio last Summer

that I dumped after the surprisingly improved US trade deficit numbers, that were reported in January. I was out of the weak dollar trade for several week--but crept back in using a different vehicle: Oil.

The weak dollar-China-Commodity trade grew much more popular in 2003, than many people realized--as you rightly point out.