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Mix-Ansicht- Der Sonntag-Morgen-Beitrag, zum Regen passend................................ - Emerald, 15.12.2002, 08:54
Der Sonntag-Morgen-Beitrag, zum Regen passend................................
-->Currencies:
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quote:
Best currencies to use for time deposits are Nor.Kr. and NZ$. Both yield over
6% & both have strong charts versus US$. The £St. is strong vs. US$, looks
higher medium and long term. It's safer tobe in currencies not at WAR. That
must be true, as they are all strong vs. US$ these days. If you have all/most
of your money in US$, I submit You are spitting into the wind & getting very
wet. And no yield. You enjoy going down with the ship? At minimum diversify.
If US$ continues to fall only gradually, it won't have a dramatic systemic
effect. But a sharp fall, due, for example, to a war that goes wrong or China/
Japanl dumping US Bonds (Treasury), would be very disruptive. In any case, US$
weakness is gold bullish. Just a matter of degree.
A safe prediction"The Dollar-Standard will be in-tatters (zerfetzt) by the end of the decade.
unquote.
Zitiert aus HSL (Harry Schultz-Letter vom 9.Dezember 2002.
Emerald.
PS: Man beachte: Schultz schreibt primär für seine US-Abonnenten, weshalb er
ihnen nahelegt aus dem US$ auszusteigen. Den südafrik. Rand scheint er nicht
zu gewichten. Allerdings ist er Durban long und empfiehlt wiederholt Harmony
und Goldfields.
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