Post-Cover (2015-09-08) Where do we go 2

Where do we go from here?

Christopher Investment Post-Folio Leave a Comment

Note:  I had this post mostly done a week ago, but kept tinkering with it, so the charts are a week old.  But haven’t changed much. ————— Let’s jump right into it, shall we?  Market volatility the past few weeks has been a little nuts.  China. The Fed. Oil. Malaysia. ECB QE. The Dollar. Pick your poison. Two weeks ago …

Post-Cover (2015-08-24) Great FX-pectations

Great FX-pectations

Christopher Investment Post-Folio Leave a Comment

Well.  I’ve been meaning for a while to start doing some random blog posts on various currency movements, charts, and trades that are catching my attention.  But after writing a long blog post about what’s been going on with the US Dollar, I guess this is as good a time as any.<- – – Click this little footnote. Warning:  For …

Post-Cover (2015-08-21) Effects of FX 2

The Effects of FX (Part 2 of 2)

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As we discussed in Part One of our The Effects of FX series, the most important factor in determining currency exchange rates – which are at the heart of global capital flows – are the interest rates set by the world’s central banks.  <- – – Click this little footnote. And for over five years the US has maintained a …

Post-Cover (2015-08-21) Effects of FX 2

The Effects of FX (Part 1 of 2)

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As I talked about in my somewhat serious and somewhat lighthearted How We Saved 20% On Our Around-The-World-Trip post, starting last summer the US Dollar took off against most of its global trading peers and hasn’t looked back.  The Japanese Yen, the Euro, the Australian and New Zealand Dollars, and even the Nigerian Naira and the Nicaraguan Córdoba… all are weaker against …

The Fix Is In: China’s Currency Manipulation (Part 2 of 2)

Christopher Investment Post-Folio 1 Comment

In Part One , we set up some oversimplified and hypothetical examples to show how China manipulates the exchange rate of its currency, the Chinese Yuan (or “CNY”).   <- – – Click this little footnote. To recap, China doesn’t want the Yuan to appreciate because the US and other trade partners wouldn’t be able to afford as many Chinese goods.  So China prevents the Yuan …