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Category: US Dollar

SP 500 Earnings: The Incredibly-Strong US Dollar Needs to Gradually Weaken

December 22, 2024 Brian Gilmartin Leave a comment

Usually this blog sees more frequent posts and updates on a whole spate of investment areas and topics, but an…

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Posted in: 10-year Treasury yield, DXY, UUP Filed under: DXY

SP 500 Earnings: The Fallacy of Valuation and Non-US Investments

December 9, 2024 Brian Gilmartin Leave a comment

Credit spreads – quite remarkably – continue to tighten, as high-yield credit spreads, which peaked in mid-September ’24 (per the…

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Posted in: International (Non-US), US Dollar, US vs Non US markets, Weekly Earnings Update

International, Annual, Returns and Top 10 Holdings

February 19, 2024 Brian Gilmartin Leave a comment

Unfortunately, as a firm of one, I don’t have an editorial or graphic arts department, which would improve – considerably…

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Posted in: International (Non-US), Top 10 Client Holdings, US Dollar

The Dollar / International and Non-US Investing / Top 10 Holdings

June 8, 2023 Brian Gilmartin Leave a comment

This daily chart of the UUP was sent to me about a month ago by a technician, Gary Morrow, (@garysmorrow)…

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Posted in: Currency, Emerging Market ETF's (EEM, Emerging Markets, EMXC, Oakmark International, US Dollar

International & Non-Us Presents Real Opportunity / US Dollar Should Continue to Weaken

April 20, 2023 Brian Gilmartin Leave a comment

International / Non-US investing has been so out-of-favor for so long, a recent conversation with a long-time friend who has…

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Posted in: International (Non-US), Oakmark International, US Dollar

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