The Dollar Is Starting to Break Out

In 2020, as the field narrows on the Democratic Party side, I think the market will start to focus on the fact that we have a Democratic Party that today promises to spend a lot of money that the US government doesn't have. And we have a Republican Party who basically promises to do the same thing. The only difference between the two is really where that money will be spent. For the first time in the US election, neither party is promising fiscal rectitude, but is basically promising fiscal incontinence. So, you know, I think that's a big shift. This sort of ability to control one's fiscal policy in the late 90s led to a very strong dollar through