Kraj Dolara!?, Koja je buduca svetska valuta? Options

[Anduril]

Evo me, odmah klikcem na rubbish koji je neko postavio bez komentara i svog misljenja.

Pa zanimljiv clanak ako je ovaj izvestaj iz SG istinit. Neke paralele sa pocetkom krize sa pocetka devedesetih postoje.
Meni je najzanimljiviji ovaj deo:

The bank said the current crisis displays "compelling similarities" with Japan during its Lost Decade (or two), with a big difference: Japan was able to stay afloat by exporting into a robust global economy and by letting the yen fall. It is not possible for half the world to pursue this strategy at the same time.

SocGen advises bears to sell the dollar and to "short" cyclical equities such as technology, auto, and travel to avoid being caught in the "inherent deflationary spiral". Emerging markets would not be spared. Paradoxically, they are more leveraged to the US growth than Wall Street itself. Farm commodities would hold up well, led by sugar.

Hajde, ti se javljas iz Japana, pa nam mozes nesto vise reci iz te perspektive. Japan je bio finansijski i ekonomski verovatno najzdravija velika ekonomija krajem osamdesetih (uz Zap. Nemacku mozda), ali sada kao i ostatak velikih zapadnih ekonomija nije bas u najboljoj poziciji za jos jednu "izgubljenu" deceniju.