He is correct in saying that there is a war on....in currencies and commodities. A shortage of commodities will affect all currencies; however as with all trading, timing is everything and getting the timing right in this 'mother of all battles' with the value of the $US will determine whether a profit is made or not. As the currency markets are huge compared to gold, that is where the major battles will be fought and are being fought at the moment. No better example is the role of China in the consumer manufacturing area with their low currency.
