EM equity puts too cheap given near-record wide gap: BAML – ValueWalk Premium

EM equity puts too cheap given near-record wide gap: BAML

The recent correlation breakdown between the US dollar and commodities has traders puzzled. The inverse correlation has deep economic fundamental roots: when the price of the dollar rises, the world reserve currency of choice used in international trade in effect makes commodities less valuable. When the US dollar drops, the value of commodities rises. But that relationship has changed of late. Currently, the dollar is dropping in value and so, too, is the value of commodities. Other oddities exist, as the correlation between the price of commodities and


This content is exclusively for paying members.

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click Chat.

Saved Articles

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Here’s a Tip: Read What Professional Investors Read

ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.

It’s THE resource for value investing and hedge funds. 📈

And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.

Sign up now. 👇