Could World War III be around the corner? It very well could be. Why? Look no further than the U.S. Dollar. Is the U.S. arming Ukraine simply to piss off Putin? No. Is the U.S. arming Ukraine as a result of lobbying efforts by Government contractors such as Lockheed Martin (LMT) and Northrop Grumman (NOC)? … Continue reading World War III?
Higher U.S. interest rates will continue to ensure that capital will flow disproportionately into U.S. Dollars at the expense of other countries and currencies. For companies that sell into the U.K., Germany, western Europe in general as well as Japan, this means that Reported Revenue will be haircut in future quarters as local currency is … Continue reading FX Headwinds Will Persist Into 2023