spent time thinking of this and played golf with a 'financial analyst' (retired) today. he spent the past 30 yrs trying to figure this out. he came up blank. he had a lot of opinion. but, factual direction, nil. i've been shorting oil and will continue to do so. i don't believe the global currency will change anytime soon. yes. we have another bubble cooking. my guess is another 2 yrs. dollar is coming down. interest rates will come up. still don't see the changes you're speaking of. gltu