After sliding about 13% during calendar year 2017, the US Dollar seems to have broken its downtrend and it appears to want to move higher.  Trade wars and tariffs seem to be among the top suspects named for the recent dollar strength.  But whatever the cause, a firm dollar could affect various asset classes both positively and negatively.  If the current trend continues we would expect the relative winners to be US Small Cap Equities and other US Stocks that derive the majority of their revenues domestically while the relativ...

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Investment Playbook - October 2019

October 1, 2019

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