zinc, copper, oil, gas, gold, diamonds, euro, nok
It seems to me that we are in a rock and a hard place.
If we are going to get other countries to float our out of control federal deficit, we need to raise interest rates to sell the bonds.
If we raise rates we kill the consumer and real-estate in the USA.
The dollar tanks, and then what?
I am long zinc, copper, oil, gas, gold, diamonds in Canada, Norway and a little Euroland.
Does anyone care to comment on what they think will happen to commodities other than gold if the dollar tanks?
Will oil prices rise because they are priced in a falling USD? Even if demand for oil drops off in an economic slow down does anyone think Euro or NOK based oil companies will do better?
???
