Wednesday, February 2, 2011

Uncle Buck

I can just hear the commodity and stock bull cheering squads now, rooting for this mess to give way.  It's only the currency after all.  The dollar, along with treasury yields, gold-silver ratio and so many other things are near do-or-die inflection points.  We will soon know whether the play is intensified (hyper?) inflation expectations, or whether the d Boys (any of them left?) will get let out of their cage for a spell.