How was Orwell at currency forecasting?

The establishment loves war? Does the dollar?  First thought is safe haven flows benefit the dollar, as War creates risk.  But same token wars drain the Treasury, not a good thing one would think.  But draining the Treasury lubricates the global economy—that’s good for globalists’ investments; but not good as it relates to the US current account deficit (Triffin’s Revenge).  Though one can’t trade off current account data per se, it seems the current account has coincided nicely with longer term dollar direction of late.   But maybe the Trump agenda just got a nice little boost from those Tomahawk missiles shared with Mr. Assad.  Tax and regulatory reform sooner than later would likely be good for the dollar. ...read more

Thank you.

Jack Crooks

President, Black Swan Capital

jcrooks@blackswantrading.com

www.blackswantrading.com

772-349-6883/ Twitter: bswancap

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