Has The Dollar Peaked?

28Aug2018August 28, 2018

Should the dollar continue to fall, we should see another jump in corp profits, especially for US-based producers and exporters. Energy firms should also benefit and oil and gas prices tend to rise as the dollar falls.

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Q2 hedge fund letters, conference, scoops etc

“Davidson” submits:

Is this it for US$? Don’t know, but Mexico deal could be beginning of return to long-term trend IF Canada falls in line, followed by Europe. Trump playing ‘dominos’, once one falls, the rest scramble to get best deal.

Author

valueplays

Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a RealMoney.com contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.

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