There is a blizzard of paper cash showering the global markets. I'm not sold on the deflation argument. The dollar may bounce for a few weeks/months but there's nothing to supprt it longer term as long as the presses are going full tilt. The FED is going to cut rates again, forcing other countries central banks to follow us down to save their exports.
I feel commodities are the only hedge and will continue to rise in price. Inventories of everything are at lows and the investment in production infrastructure never happened to the degree needed. 6.5 billion people are demanding food and energy, regardless of what U.S. residential realestate does. This is a financial recession, not a commodity inventory recession.
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