Deep Dive: Dollar threats from the BRICS
In 2001, Jim O’Neil of Goldman Sachs coined the acronym BRIC to define an asset class for promoAng
investment through Goldman, of course, into Brazil, Russia, India, and China.
IMF
Happy Canada Day to the Canadians… and happy July 4th to the Americans!
Markets are closed for the next couple of days, and I depart for Europe on the 5th. My presentation package for
European investors will be done before I leave. This is a quick 14-Point message and the charts package, which
will be part of the Weekly in 2 days. to enjoy through the long weekend.
Happy Canada Day to the Canadians… and happy July 4th to the Americans! Read More »
“You cannot escape the responsibility of tomorrow by evading it today.”
75% of the Perry Capital Portfolio remains in AAA-rated, very short maturity, and very liquid securities.
I remain extremely underweight the equity market.
“You cannot escape the responsibility of tomorrow by evading it today.” Read More »