Dollar Speculation

Multi currency speculation can be good.   Right now, if  you have a good value multicurrency portfolio borrowing US dollars to invest in euros makes sense in three ways. First, periods of low performance are followed by periods of high performance.  The euro fell from...

A Drop in the Emerging Market Bucket

Multi currency emerging markets are rising.  Water levels in emerging markets are not.  This is a problem and an opportunity to invest beyond just emerging markets. The May 19, 2014 emerging market value update  looked at  how emerging markets offered better than...

Keeping Up With the Dollar & Inflation

Many North Americans could suffer in two ways… inflation AND the deterioration of the US dollar.   Better communications have allowed the global economy to boom.  This has helped make the world richer overall but has badly hurt various segments of North American...