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Author: Utekai One star, 50 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 2379  
Subject: Re: Interesting German Opportunities Date: 6/15/2006 12:31 PM
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Your comments about the investment in Euros is the good part for me.

As the US budget deficit continues to skyrocket unabated, as Iran opens a Euro-denomiated oil exchange, as the US no longer reports on the M3 money suppply (how much more they print each month), as the US dollar devalues ... it's best to diversify away from the US.

Buffet has admitted to doing it, on a very large scale. He's diversified into silver and now buying foreign companies.

I think because the German techs have done poorly, it's about time for the cyclical nature of the market to play in their favor. Though the German unions will play against this as they tend to limit profits by taking them. Also alot of Asian competition is squeezing some of the smaller techs.

Anyway, I continue to view German stocks favorably, including techs. The diversication away from the dollar is just another plus.

I understand your issue if you live off Euros but are invested in dollars. Find a way to hedge because it seems like over the next few years the dollar will do nothing but devalue against the Euro.
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