Hi Jbog, it's been a while. I've been extremely busy as of late.
I regards to your post (re: chart data b/w dollar strength vs commodities), I'd like to turn your attention to a chart I searched last week. Last week, on yahoo finance, I compared different currencies vs the DOW. A 10 yr chart shows that the Dow is up only because of US dollar weakness.
Which brings me to my next rant that became public on "60 Minutes" last night. I'm not sure how well you document information, but I believe my rant on lowering US corporate taxes was near the end of 2007. It was the same time when the media said there is no recession, when in fact GDP growth was lower than the population growth (which is basically a recession). Anyhow, 60 Minutes exposed how companies are taking jobs away from America and moving more corporate HQ's to lower taxed nations. Cisco alone has $40B of overseas dollart and wants to bring it to America. My call for a lower US corporate tax was the main demand that seemed to make a lot of sense and that stimulating $ into the US economy must only go to education.
A lower US corporate tax means:
-Enticing US and global corps to move their HQ's back to US.
-Moving more HQ's or manu facilities means more jobs.
-More jobs means more tax revenue.
-More tax revenue means lower deficit.
-All of the above means more true economic growth (no artificial stimulus growth), a prevention of a further US dollar collapse, and hope that the debt can get chopped.
Some say, hey less corporate taxes means less tax revenue. The above mentioned positive outcomes more than offsets the lost corporate tax revenues. Canada announced it is lowering it's business taxes to 15% for this year. Not sure how your business is going, but a company shift to Niagara Falls, Ontario (close drive) can save you big $.