Started reading some financial reports from Amazon and Apple today. What was interesting about the both of these companies is how they've deployed their capital in international markets to hedge against the declining USD. Amazon, in their 2010 Annual report would stand to lose money if the USD appreciated. Apple seems to be hedging against the declining USD as noted in their July annual report.
It would be interesting to see what kind of economic sentiment one can pickup from aggregating information by reading financial reports to figure out how businesses are positioning themselves for the future. So a question I've started mulling is how does one aggregate financial information from many sources well? The amount of information that I can process is limited, is there a collaborative strategy or a digital processing techniques?
Will need to do more reading to figure out a strategy.
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