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April 10, 2017 | How was Orwell at Currency Forecasting?

Jack has over 20 years experience in the currency, equity, and futures arena. He is an investment advisor who has held key positions in brokerage, money management, trading, and research. Jack is founder and president of Black Swan Capital LLC. He was also founder of Ross International Asset Management (specializing in global stock, bond, and currency asset management for retail clients) and General Manager of Plexus Trading (specializing in currency futures and commodities trading).

The establishment loves war? Does the dollar?  First thought is safe haven flows benefit the dollar, as War creates risk.  But same token wars drain the Treasury, not a good thing one would think.  But draining the Treasury lubricates the global economy—that’s good for globalists’ investments; but not good as it relates to the US current account deficit (Triffin’s Revenge).  Though one can’t trade off current account data per se, it seems the current account has coincided nicely with longer term dollar direction of late.   But maybe the Trump agenda just got a nice little boost from those Tomahawk missiles shared with Mr. Assad.

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April 10th, 2017

Posted In: Black Swan Currency Currents

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