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COMMENT
COMMENT
July 30, 2020
Hello, I'm Michael O'Reilly-- Stockchase Research editor. This week we begin reporting "Stockchase Research Top Picks" and will do so every Tuesday and Thursday. These picks focus on newly released institutional analyst opinions and targets along with our own additional insights. Today's Top Picks focus on a Warren Buffet favorite, a defensive strategy and a household favorite. Enjoy!
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Hello, I'm Michael O'Reilly-- Stockchase Research editor. This week we begin reporting "Stockchase Research Top Picks" and will do so every Tuesday and Thursday. These picks focus on newly released institutional analyst opinions and targets along with our own additional insights. Today's Top Picks focus on a Warren Buffet favorite, a defensive strategy and a household favorite. Enjoy!
COMMENT
COMMENT
July 30, 2020
Shares coming under pressure today due to drop in the US GDP. There's been a huge run up. US stimulus payments end today, and that's a challenge. People working from home, lower consumption of energy, and less restaurant traffic are taking a toll on the GDP.
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Shares coming under pressure today due to drop in the US GDP. There's been a huge run up. US stimulus payments end today, and that's a challenge. People working from home, lower consumption of energy, and less restaurant traffic are taking a toll on the GDP.
COMMENT
COMMENT
July 30, 2020
Behaviour of US dollar related to recessions. Historically, the US dollar has been the standard for global transactions. But the Chinese yuan has taken a bite out of it. Plus fiscal policy has driven interest rates low. These elements are a structural bear on the dollar. The US doesn't have the healthy social safety net that its trading partners do. So the US will experience much deeper recessions than its partners. US dollar will continue to weaken if the full impact of Covid continues to affect the US.
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Behaviour of US dollar related to recessions. Historically, the US dollar has been the standard for global transactions. But the Chinese yuan has taken a bite out of it. Plus fiscal policy has driven interest rates low. These elements are a structural bear on the dollar. The US doesn't have the healthy social safety net that its trading partners do. So the US will experience much deeper recessions than its partners. US dollar will continue to weaken if the full impact of Covid continues to affect the US.
COMMENT
COMMENT
July 30, 2020
Where to allocate capital? If currency were your only consideration, you'd redeem some of your US assets and put the money into areas like China, Hong Kong, and Singapore. Recovery in those markets will benefit you, and then you cycle back into the US when it falls to a low. Global investors cycle their money from strong currencies to weak.
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Where to allocate capital? If currency were your only consideration, you'd redeem some of your US assets and put the money into areas like China, Hong Kong, and Singapore. Recovery in those markets will benefit you, and then you cycle back into the US when it falls to a low. Global investors cycle their money from strong currencies to weak.
COMMENT
COMMENT
July 30, 2020
What stocks on the Australian market can you recommend? BHP has done very, very well. Also South32. Also COH, one of the global leaders in hearing aids, though it's very expensive.
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What stocks on the Australian market can you recommend? BHP has done very, very well. Also South32. Also COH, one of the global leaders in hearing aids, though it's very expensive.