> Won Lee wrote:
> 1) You are breaking the most fundemental rule about investing if you buy
> Euros now.  You are buying high.

It depends on your outlook:

1.) Yes, since 2000 the dollar has lost 57%, that seems high. If,
however, you think the dollar has another 30% - 40% to go then you've
still got plenty of upside.

1.b) Currency swings typically last 5 - 7 years and we're 2 years into
the current one.


2.) Here's the more important point IMO.  You are correct that ForEx
trading is not usually for the casual investor.  But I think there's
something else happening here that the fall of the dollar is just a
part of.

The dollar drop may precede a large "correction".  If that happens
you'll see a big loss in the major indexes.

In a nut shell, sure, you could buy a index fund and make 8% this
year.  But if the correction takes 30% the year after, you're
underwater.

If you bought had Euros, however, you'd be up, say, 10% or more.

I'm not a CFA either so what do I know?  I would just offer that it
might be a good idea to check out something like EverBank.com or
Vanguard's International Explorer fund - it invests in small-cap
companies with local exposure, i.e., somewhat shielded from the US.

I'm on the chicken little side - I believed all the people who said
the bubble was going to burst; and it did.  Now those same folks are
predicting a correction.

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