Posted 1/5/2016 13:41 (#5012924 - in reply to #5012265) Subject: RE: Fishguts, a $ hedge question
The DX may be outdated as a hedge. 58%EU, 14% Yen, 12% Pound, etc.
Who do we now trade commodities with? not them.
Who do we compete against in the export space? Not them.
Correlation: sure. Causation, no
Fishguts, a $ hedge question
