#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
Superinvestors and the Art of Worldly Wisdom
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The US Dollar's Deflationary Force
Sally Kohn: China's depressing wages for the entire industrial world, not least of which all the industrial companies in Asia. She says a lot of your deflation view should be driven again by where you think the US dollar is going to be. A super strong US dollar means constrained policy in emerging markets and weaker commodity prices, she adds.Kohn: I'm a renminbi bull. I think over the next five years, the renminbi will be higher against the US dollar.
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