M ark Twain famously quipped that whenever you find yourself on the side of the majority, it is time to pause and reflect. This is always sage advice for investors, but perhaps more so this year given that many seem to have started 2015 with similar if not identical views. Case in point: the US dollar. There is a strong consensus that the dollar , which rose significantly in 2014, will continue to rise this year, a fact reflected in both long-only portfolios as well as in huge net long positioning among commodities traders. More On […]