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>> No.16722198 [View]
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16722198

CNBC euro guy saying the pound/dollar going up up up up BIGLY. I assume the GBP/Euro is going to rally hard, and absolutely fuck exporters.

I’m concerned. I’m long GSK and AZN. I like them but it may be time to sell and refocus on US pharma only.

Damn. I really wanted some more global exposure. UK stocks supposed to have much more appealing P/E and yield. Azn has pretty high P/E but they have some nice opportunities in oncology and China.



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