dollar

John Taylor Is Now Bullish On the Dollar

June 6, 2011

The world’s most foremost currency manager, John Taylor, is now bullish on the U.S. dollar. This is primarily due to the fact that Taylor is bearish on equities and risk assets. Taylor’s bearishness stems from less fiscal stimulus, QE3 is not on the horizon, and Taylor thinks that the economy is going to “get really [...]

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Felix Zulauf 2011 Forecast

May 3, 2011

Felix Zulauf gave a rare interview over the weekend. As we’ve repeatedly said, Felix has the best track record of any macro investors that we’ve come across. Here’s a summary of some of Zulauf’s most recent thoughts: the bond market in the U.S. is being temporarily held up by two factors. Foreign governments that want [...]

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Marc Faber Prepares Investors For a Correction

May 2, 2011

Marc Faber, editor of the Gloom Boom Doom report recently released his May 2011 report. Faber made a number of interesting insights that I will summarize. “What really concerns me the most is that “the inflation trade” has become consensus. An overwhelming majority of investors hates bonds and the US dollar and loves anything (stocks, [...]

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Is U.S. Dollar Ready to Bounce?

April 26, 2011

Yesterday, we mentioned that the U.S. dollar and particularly U.S. Treasuries were perhaps the most hated asset classes in financial markets. If you search Amazon.com you’re likely to see dozens of books predicting the end of the U.S. dollar as reserve currency.   Today, we’ll try to brainstorm whether the U.S. dollar may bounce for the [...]

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Most Contrarian Trade is Buying U.S. Dollars

April 25, 2011

Is the U.S. dollar the most hated asset class right now?

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Jim Rogers: It’s All Over For the Dollar

March 18, 2011

Jim Rogers was recently interviewed by Yahoo where he questioned whether the dollar’s reserve currency status was in jeopardy. “We’re at a moment of truth for the dollar,” he said. “If it goes down 3% or 4% from here, I would have to sell and get out and hope I’m still solvent.” Rogers has been [...]

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Nassim Taleb Shorting Treasuries

February 7, 2011

Nassim Taleb, author of “The Black Swan,” and “Fooled By Randomness” recently spoke on a panel in Moscow where he said the “first thing” investors should avoid is U.S. Treasuries and the second is the dollar. Taleb, who also advises a hedge fund called Universa Investments, favors the Euro to the U.S. dollar mainly because [...]

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