tuesday , page-36

i think its still important to watch the USD in the scheme of things. if US keeps printing money and devaluating their dollar commodities are going to keep rising + the extra money being pumped into the markets will keep pushing it up. Chinas demand for resources is still strong and they didnt try to cap any measures of their inflation situation. It sure does look like a big bubble, though its hard to compare the current situation with the most recent collapse which was more prolonged. of course this is my longer term view which could only last until the end of the week :)

p.s. i use the USD to help with my BHP / RIO trades and it works quite well