This is the most significant forward-looking article I've read in a very long time. It makes an extremely well supported arguement for the fact that the dollar is hugely over valued, and at what may be "blow off" levels of historic proportions.

If so, this is also very expremely bullish for gold and other commodities, because as the value of the dollar falls, metals prices rise.

I've been reading and following Adam Hamiliton for well over twenty years, and put him at the top my list of recommended analysts to follow. Note too that this kind of shift can have little to do with jobs reports and interest rates.

Read this, especially if you need to feel better about this market sector.

http://www.321gold.com/editorials/hamilton/hamilton031315.html

BTW, POO is still falling.