HiSpeed

Reflation, Housing Stabilization, And the Devaluation of the U.S. Dollar

Keep an eye on commodities - they are the canary in the coal mine of inflation - and possibly, hyperinflation.

Friday Outlook: Commodities, Emerging Markets

Today, in a global economy in which everything is relative, the US actually looks pretty good (but only relative to so many other countries)!

Buying TBT on dips makes sense here imo. The cost of financing the US debt in the coming years is going be done at higher rates than what we have today.