Sperta, I strongly recommend you watch this set of video interviews with Jim Rodgers.
He explains something few commentators have the guts to go out on a limb on ... that is, that the dynamic force of China's growth is currently making a switch from being export based to domestically driven - and when that transition has been made, in combination with supply side shortages arising from the strictures of the credit crisis, means that commodities will become the only thing worth investing in.
So how is this relevant to the US?
Well, he virtually says that beyond the short covering rally that's happening now, the US dollar is finished, and by implication he says the US itself is finished as an economic power, and that China will drive the global economy through to its next phase.
See the videos at: http://www.ft.com/cms/893ac9c8-757e-11dc-b7cb-0000779fd2ac.html?_i_referralObject=929363526&fromSearch=n
MAE Price at posting:
19.0¢ Sentiment: Buy Disclosure: Held
