Reflections: The Last Weak Dollar Cycle Was Over 20 Years Ago—It’s Happening Again

The Uranium Trade is Here—And CCJ is Leading the Charge

A weak dollar environment? I haven’t seen one in over 20 years.

Sure, the dollar has slowed down here and there—2017-18, late 2020-21—but nothing like a true downtrend. Look at the chart below.

The last real decline was post-dot-com crash in 2000.

The entire market has been built on a strong dollar, a strong bond market. That’s been the playbook.

Weak dol…