SavCD

Morgan Stanley: Maintaining the USD's Reserve Currency Status

Gary,

I am puzzled by your analysis. You don't mention the lack of U.S. reserves, the current account deficit, the $4 trillion GAAP annual deficit as problems, not the fact that the Euro is already 26% of reserve currencies.

News That Moved Tuesday's Market

You are right, this was a straight short squeeze.

Get Out of Commodities - Barron's

Barron's just seem to understand that the control of markets is moving outside of PR control (like this article) and toward data control. As the new global masses of Middle Class people, as SWF's, as pension funds, put money in these funds that will contune to grow in value. This is no longer a market controllled by a few in one country.

Meredith Whitney Threatens Severe Deflation For Your Portfolio

I think she is right.

Five Indicators Moving the Dollar the Most

Your articles are always good! I was surprised that trade balance fell out in 2007.

Bespoke's Commodity Snapshot: Key Support Lines Challenged

You do excellent work

Flow of Funds Report: Maybe Bernanke Is Onto Something

I think you need to go back and look at the Financial Report of the United States....liabilities have been rising faster than assets since 2000. You are leaving out the Federal laibilities which rose from $20 trillion t0 $50 trillion.

Employment Figures Mean Big Fed Cut, More Dollar Weakness Likely

Kathy,

Your number of 100,000 job losses is right if you net out the category with the big job increases - Government added 38,000 people!

Goldman Sachs Bearish on Canadian Dollar

I have found it very profitable to always bet against GS recommendations. The last was their projection late in the year for Gold to fall 15-20% early this year. I bought based on their negative recommendation.

Yen Carry Trade Hits a Critical Juncture

Good article!

Dollar's Decline a Crisis of Solvency - Not Liquidity

Agree completely.......the only thing you have to watch is the dollar right now. There is no substantive work being done on the current account deficit, SS and Medicare, or the National Debt.

Capitalize on Water Shortages With Grain ETFs

John,

You are so right. Most people don't know what you know.

The other time bomb is Mexico.

Wednesday Outlook: Fed Inflation Softness Alarming

Greenspan is correct. The consumer economy in the U.S. won't return this decade. We will need to be an export economy to grow. The drop in the dollar helps, but we need a real jobs focus on exports.....this is where the stimulus package should have been aimed.

Water ETFs: Commodity or Infrastructure Investments?

Gary,

I still like the grains play,since it is an indirect water play.

Thoughts on the Dollar: PPP and Thresholds

Jim,

Thanks for the well presented article. I think you are talking about yesterday's economy, not tomorrows. If the dollar were to rally,it would stall any recovery. The U.S. is no longer a consumer economy. It will be an export economy, and that takes a lower dollar.