Bryan Gomez

Bullish Divergence in the Dollar

Thanks for the concise answer. The chart you presented tells a lot of untold story.
Anyway, the only thing going for the US is that because of a weak dollar, their products become competitive in a global market and this would eventually be positively incremental to their trade. Remember that its major index, the Dow, is comprised of approximately 40% earnings coming from operations overseas. I think the demand for US goods from overseas will never wane until those things can be bought and manufactured in their local markets. Money created lifts standards of living overseas. It seems that this is the path the US is taking. Their weakness in the dollar is buying them time.

I am not going to debate you on this but it seems that your stagflation thesis is well thought out. I would like a copy if you want a fresh look at your theory. The simplest solution that I think can bring them out of this burden and align the strength of their economy with the strength in their currency is only through innovation. Standards of living is close to being leveled, information democratized, and the US has to step up once again and create something that has never been created before. They have to set that noveau standard of living.

Bullish Divergence in the Dollar

Something happend in 2003 that established this inverse relationship. Is it the internet? Is it China? Is it global trade?

Dollar Weakness Keeps Oil Buoyant

why review price action during depression?


On Sep 03 04:59 PM [e-mail] wrote:

> good stuff, i am smoking the same.
> i have calculated (using dow/gold, gold/oil, gold/silver + reviewing
> price action during depression 1) that oil should bottom at around
> 5 bucks.