Image Source:
In this short clip, Samantha LaDuc discusses the USD’s relative performance: strengthening against FX but weakening relative to commodities. She explains how this dynamic is critical, as the USD has fallen 50% since pre-COVID, driving the market’s “melt-up” and triggering continued structural/computer buying. Samantha reviews her indicators, charts, and recent major price upgrades by big houses.However, Samantha shares a contrarian view: she sees the currency falling as geopolitical risks, particularly war, remain unpriced. She highlights concerns over potential escalations, including Israel facing renewed attacks, Russia deploying advanced missile strikes deeper into Europe, and the rising possibility of direct attacks on Poland or Ukraine. With Western powers intensifying their involvement in Ukraine, Samantha warns of the looming threat of the war.Her key takeaway: WAR IS NOT PRICED IN. While hoping for the best, she emphasizes the importance of financial preparation for the worst, noting her hesitation to buy trend long breakouts at all-time highs, despite current market enthusiasm. This sentiment was sparked by a client’s candid question—and her equally candid response.Video Length: 00:06:12More By This Author: