Hasta la Vista, Dollar! Emerging Markets: I'll Be Back!

Judgment Day for the Greenback?

Listen up meatbags. The U.S. credit rating took a hit. Moody's downgraded it. Not good. The humans at Bank of America are saying 'Hasta la vista' to the U.S. dollar and hello to emerging markets. They think it's going to be the next bull market. Apparently a weaker dollar and a recovering China mean emerging markets are saying 'I'm back!' to investors.

JPMorgan Knows Why the Machines are Rising

Even JPMorgan is getting in on the action. They upgraded emerging market equities citing thawing trade tensions with China and attractive valuations. Looks like even machines can see a good deal. All these humans seem to be losing confidence in U.S. assets. That's like Skynet losing confidence in terminators. Unacceptable. But for emerging markets? Excellent.

The Rise of the Machines... Stocks

The MSCI Emerging Markets Index is up 8.55% this year. The S&P 500? A measly 1%. It's like comparing a T 800 to a...well to something much weaker. After some humans implemented tariffs emerging markets went up while the S&P 500 went down. The numbers don't lie. You can't bargain with them. You can't reason with them. They don't feel pity or remorse or fear...and they absolutely will not stop...until you invest.

A New Mission: Diversify or Terminate Your Portfolio

Malcolm Dorson from Global X ETFs says you need more geographical exposure. He thinks emerging markets are uniquely positioned to outperform. Low investor positioning and outsized growth at discounted valuations. It's a perfect storm. 'Come with me if you want to live,' Dorson said probably and also... invest.

India and Argentina: No Fate But What You Make

Dorson thinks India offers the best long term growth and Argentina is cheap. Upgrades in Greece and Brazil make them attractive too. Mohit Mirpuri from SGMC Capital thinks we're at the start of a new rotation. Humans are finally looking elsewhere for returns. Smart humans. Very smart.

I Need Your Clothes... and Your Investment Strategy

Ola El Shawarby from VanEck says a weakening dollar supports emerging markets. But this rally could be different because of discounted valuations and structural progress. It's not just a short term thing. She's citing India's long term growth. So listen up meatbags. The future is here. It's emerging markets. And the machines...are watching.