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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: Zuiderzon who wrote (6014)	4/9/2008 10:10:05 AM
From: stan_hughes	Respond to of 71475

Good point -- the treadmill out of the dollar has been moving faster than the European investment managers can run on it Ordinarily that kind of situation is eventually self-corrected by periodic rebalancing, but it remains to be seen if it's a good idea to be loading up on US assets yet -- I've always had a problem with rebalancing theory when it prompts you to invest in areas that continue to look unattractive simply to achieve the allocations of somebody's model -- models have a nasty habit of looking backward and don't readily discount macroeconomic shifts