Multi Currency Investing

Multi currency drops have highlighted the last quarter that has been filled with turmoil. I have been writing about the concept of Borrow Low for at least 20 years. In the past five years or so high liquidity in the US and Japan created low interest rates for the dollar and yen. This led a [...]

Multi currency slumps occurred but as you can see Asia is recovering and the Emerging Market Portfolio which temporarily slumped into a loss is moving back into profit. However the dollar portfolios are still suffering due to the weak emerging market currencies.   The Asian portfolio is up from 30.28% in our last update to 49.9% [...]