JREwing

Dollar Doldrums Will Soon Be History - Barron's

How can anyone believe, that commodities are just a dollar play?

Let's take oil. So i am an oil company. The price of oil goes up (supposedly driven speculators, who are of course directly related to the devil), but there is no actual increase in demand.

So why would I pay a company like Halliburton billons of dollars to increase my production? Doesn't add up, does it?

I don't know where the dollar is heading. I just know, that it is more likely, that dollar is more of a commodity play, than commodities are a dollar play.

P.S: The Euro is overvalued against the USD.