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Motley Fool Global Gains / GGM: Global Gains Philosophy


Subject:  Re: Always Good to Hear the Other Side Date:  10/14/2009  8:20 PM
Author:  TMFMmbop Number:  2208 of 5166

My gut-feeling is that an exchange ratio of 2 is rather fair.

Yeah, I can get on board with that. I could see a sustained 1.75 or 1.5, though, if the next election cycle goes smoothly (likely), the US continues to spend (likely), commodities creep (up) and Brazil gets a handle on bureaucracy/crime/corruption (not quite as likely).

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