It’s the Return of the Safety Trade
Real Vision: Finance & Investing
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Is the Dollar Down a Good Trade?
The correlation is very clear dollar down stocks up. And that's been one of the reasons that stocks have not performed when maybe they might have otherwise. I actually kind of like the action in the UK. You think, well, the UK can't perform because they're in such a bad situation relative now. They haven't performed for a long time. So, I mean, it's like they're so underperformed that maybe coming out of this, there's some ray of hope down the line.
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