Let me get this straight. Commodities are tanking. The dollar is "soaring". The Yen is holding its own; the Euro is falling. Is this some kind of alternate universe somewhere?

I suspect this is all happening ONLY as bets are paid back in US$ and commodities are being sold off largely as a deleveraging ploy. In other words, there is no fundamental economic strength motivating either of these trends...not even a perceived declining world commodity demand could entirtely account for such perverseness.

When we reach payback/deleveraging bottom, look for MASSIVE rises in commodities and a HUGE dollar slump if bad news continues to predominate. Accumulate now accordingly!