You believe if the markes make new highs next year it'll be the result of a weaker dollar and not improvements in the real GDP?
I can't see the US consumers coming back in full force to prop up our economy unless job hours increase, but I can see a weaker dollar pushing asset prices higher where the fundamentals are warranted.
I think the next bubble has started and it is in China and commodities.
You believe if the markes make new highs next year it'll be the result of a weaker dollar and not improvements in the real GDP?
ReplyDeleteI can't see the US consumers coming back in full force to prop up our economy unless job hours increase, but I can see a weaker dollar pushing asset prices higher where the fundamentals are warranted.
I think the next bubble has started and it is in China and commodities.
China and commodities--they're blowin them already!
ReplyDeleteI like XPP for China. What do you like for commodities Palmoni?
ReplyDeleteUYM lookis like a rocket launch if it can clear 22 ....no?
ReplyDeleteIt's wide open after 22!
ReplyDelete