Friday, October 16, 2009

Hugh Hendry on Chinese Yuan, gold, stocks, potash, and agriculture

It's a busy Hugh Hendry day.  Here's some video interviews from this morning.

Hugh Hendry on Chinese Yuan (CNBC, 2009 October 16)  - China doesn't and or can't free the yuan from the dollar and how this creates stress on Europe and Japan.  Lower dollar values are improving China's trade position.

Hugh Hendry on Agriculture and Potash (CNBC, 2009 October 16)

Hugh Hendry on Gold and Stocks (CNBC, 2009 October 16) -- Hugh states stocks and gold are very crowded trades.

Some very different perspectives.

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