Recently, I have been thinking about diversifying into foreign stocks, because of the strong possibility of a sharp fall in the value of US dollar denominated assets. The state of the US budget and trade deficits have been getting so ridiculous that even Warren Buffett, who has previously famously eschewed macroeconomic bets, has recently been [...]
More on this topic
(What's this?)
Thinking the Unthinkable: What if China Devalues the Renminbi?
(naked capitalism, 2/18/10)
Jim Chanos Is Wrong About Investing in China
(Investment U, 3/3/10)
WHAT CHINESE MALLS TELL US ABOUT THE ECONOMIC REALITY
(THE PRAGMATIC CAPITALIST, 2/22/10)
