The Red Dragon Roars While the Fed Waits

by Jeff D. Opdyke
The Sovereign Investor

It’s as though I know what I’m talking about…

Several months ago when I was speaking at our Total Wealth Symposium in The Bahamas, I laid out a simple, straightforward path that would see China devalue its currency which would, in turn, lead to the Federal Reserve finally finding the cover it needs to raise interest rates here at home without fear of unleashing economic pain on America.

The first two steps along that path are unfolding now.

And that means the world economy, despite the hand-wringing we see from economists and the media, is turning up again … which means that emerging-market and commodity economies are in the early stages of a rebound and, as such, are good investments today.

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