Those of you that I need to speak to, I've already done it. If you are on my distribution list, my advice is very clear to you. Quantitative Easing II is going to rock the stock markets. It's a currency war out there. The western countries want Asians to strengthen their currencies. But the Asian countries won't. So there is one last weapon western countries have now. Their CPI is close to 1%. The US, EU and Japan. All of them can afford a QE program with the official excuse to keep interest rates low and stimulate their economies. But a very useful by-product is to devalue their currencies so that their homegrown companies can export more.
The Asian countries more or less don't have this option because their inflation rates are hitting 4 - 5%. They are in rate hiking mode.
This is how the game is going to be played.
So enjoy the ride. Be happy. Smell the roses.
If you haven't received my advice, call me, email me... whatever. Advice can't be given free in a blog.... haha..
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