In John Mauldin's last weekly letter, he writes that broad market indexes are not the place to be - or he implies as much.


He never states to invest overseas to play the dollar drop that is coming (of has arrived).


One caution that I should be made clear - if you invest in countries that play with the dollar currency value (Japan, Asia, etc.. ) - when the $ does fall - those local economies will fall also ( and take their markets with them). The reason is simple - when the $ falls, the products from these countries will increase in price, US buyers will reduce demand.

Maybe the best option is to invest into a place like Canada and when the $ falls - get to some of the sagging US companies that will takeoff if the ASIA products are too expensive (i.e. GM for autos, etc.. )

Comments ?