Falling USD to Boost US Stock Markets and Consumer Spending
Imagine that you have $2.8 trillion sitting around. And for kicks, let’s assume that most of that money, about two-thirds, is invested in U.S. dollars and other dollar-denominated assets like U.S. Treasury bonds. And let’s assume that your currency was linked to the U.S. dollar, too. In other words, you often buy dollars to maintain [...]
Sector Overlook: Computer Hardware
Analyst estimate the unit sales of personal computers in 2007 will grow 10-12%, partly due to the release of Microsoft’s MSFT new operating system Microsoft Vista. Vista sales in the first 2 months of release were better than expected. Long-term fundamentals in the computer industry looks attractive, thanks to a global appetite for technology products, [...]
China Goes Parabolic
During cyclical recoveries such as the one now underway in the global equity markets copper is the commodity to watch. In fact, there has never been a cyclical recovery in which copper was left behind, which makes its current behavior so troubling – it just does not support the global rally that began in 2003 [...]