L Boyd

The Dollar/Oil Surprise: What Does 2009 Hold?

Article has a lot of common sense and I very much agree.

@Patio, I'm on the same page friend. Inflation will not hit us anytime soon, but when it does it will skyrocket. We've still got a TON of de-leveraging to do so I don't think that we're in any near term inflationary pressure. That being said, there are so many USDs being pumped into the market, that when this turns around, the USD will go into a downward spiral. Not a bad time to go short the dollar in the next couple of months, I would wager; no question that if the Euro fails, the dollar would skyrocket, but again, I believe that'll be a relatively short-term spike. In the long-run, the yuan will be a very attractive alternative to the USD. Once again, if you can keep a long-term investment view while taking advantage of near-term opportunities, you stand to do very well. I feel that EVERYBODY knows what's going to happen; the trick is timing all of it right.

Plummeting Oil Prices Increases Hedging for 2009 Contracts

I wonder at what point most ETFs/ETNs start to get out of front month contracts? If one could get a sense of the timing of this, there may be a way to profit off of these by going short a few days before and then obviously selling before the delivery date.