US Dollar (USD)

Important to look at the currencies you have in your investment account. For the last decade, he's been specifically recommending US stocks for this very reason. Massive deflation in the US. Fed is stuck. We can't do 15% inflation, but it needs to be rolled back by jacking interest rates up. A crude stick, but they have to do what they can, especially in G7 countries. It's obvious we're going into a recession, and everyone's looking for the pivot. Until we get there, the USD will go higher.