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I'll make this simple...


- US current account deficit way under water

- Euroland economy more sound than US, Japan on its way

- Euroland / Japan in the process of raising rates

- Foreign entities are shifting away from the dollar and into euros / yen / gold

- US interest rates expected to fall (although I don't believe this, next move IMO may be up)


Of course with the recent Economist cover calling for a weaker dollar, this could be a sign of a temporary bottom. Long term though, I believe having 50%+ of my portfolio in foreign denominated currencies will provide positive returns vs. the S&P.

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