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Use this rally to bet AGAINST the market
Wall Street Unplugged - What's Really Moving These Markets
What's Going to Drive the Dollar Higher?
As we see the higher dollars bad for equities, really tell us it has to be 500 companies generate 40% of the sales overseas. Look at Nike. They said they're going to lose $900 million in EBIT. That's earnings for interest in taxes. And when you look at it, that's close to 20%. Just on currency, not demand. You can't print money anymore. As long as the Fed is aggressively raising rates and shrinking its balance sheet by trillions and not even close to lowering rates, it's going to be impossible for stocks to go up long term since the man's going to continue to fall off a cliff.
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