The more I read other peoples views, the more I realize I’ve been watching the “game” more intently and far longer than they have.
Pretty much everything I thought would happen after 2001 and 2008 has happened, so I know I’m on track. I do read other authors views, but always find “crabs” that prove the others are not up to speed.
I suspect the 6 month RUN UP from July 1st with the Dollar was done on purpose to put the US commodity “recovery” on hold, and give all the other countries a temporary breath of fresh air. Naturally, there is always a time lag between action and reaction.
The question I have had is how long will they keep the dollar climbing? I doubt they want to prolong the dollar rally because it would undo all they have accomplished since 2001, re getting US commodities higher and US exports better.
As a shear guess? The dollar rally has ended now.