suckers rally, page-6

BruceRobertson - Roubini has attracted lots of mainstream attention with his early call on a recession so it is natural that he has attracted a fair share of nutcases. Their presence does not distract from his message (a bit like how HC seems to work - you have to be able to separate the wheat from the chaff to get value here).

He is not alone amongst reputable commentators who see dark times ahead (Lord of the Ring type music playing in the background)

http://www.ft.com/cms/s/0/aeb5d6ae-9d13-11dc-af03-0000779fd2ac.html

Yellowcake - agree with your proposition that soft commodities fundamentals are strong and that US manufacturers will benefit from the collapse of the USD but exports make up only 10% of US GDP whilst consumption makes up 80%. If you know there is a train wreck about to happen then surely you would want to get off the train rather than try to get on, on the off chance you can pick a safe carriage to sit in. Maybe the bargains in soft commodities will appear in the US after the correction / crash (?).