My favorite long idea currently is going long dollar (not in terms of return to risk expectation, but as far as likelihood is concerned) for the next 12-24 months. This is not to say there can’t/won’t be counter-trends along the way. If/when there are, I recommend buying the long dollar on the dip. Here are the reasons I believe we go higher for the dollar within the next 12-24 months, surpassing the highs in 2008:
Long Dollar Position: Four Reasons
- Capital has been fleeing, is fleeing, and has good reason to continue...


