I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETFs analysis. Updates of note this week include changes in my positioning in the British Pound (FXB) and a slightly different stance on the Euro (FXE). For more, here’s a sample from this week’s update:
The UK economy seems very vulnerable here as inflation damages real wage gains and businesses lack visibility on what Brexit will look like.
I still like Asian currencies, particularly the South Korean Won where the EWY stock etf will benefit from. I of course assume no war with North Korea which continues to be a nuisance. I also like the Singapore dollar (FXSG) as its cheap relative to the US dollar.
To read more click here.
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