Foreign assets Loading... : Investor Sentiment and Bull/Bear Views
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16:59
Jan 29
Jan 29
Dollar rich, foreign assets outperform.
Jack views the dollar as extremely richly valued because of the flood of global capital into US assets. He thinks a weaker dollar is not bad for the world, expects seeds of US-dollar underperformance, and says a falling dollar can cause foreign assets to outperform. He cautions the short-dollar/EM trade is crowded and needs a catalyst.
MED
About Foreign assets Investor Commentary
Across the available history and selected sources, Buzzberg tracks Foreign assets across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Jack Farley.