PK, Sept. 28 Wall St. Journal, extensive 30 pg. section with emphasis on the euro. Sorry it's a bit late, but I am sure that a copy is readily available at the local library.
Pages R18-R20: "Currency Contenders -- It's the euro vs. the dollar - and the winner walks away with an awful lot of goodies"
Same type of figures mentioned as we have seen in the past. "C. Fred Bergsten, director of the Institute for International Economics in Washington, DC - a massive reallocation of international investment portfolios, with $500 billion to $1 trillion of assets shifting to euros, mostly from dollars." (no timetable given) Also "Diane Kunz, professor of history at Columbia University in New York, argues that financial and geopolitical power feed off each other, and that a shift away from the dollar would expose the U.S.'s financial vulnerabilities - its status as the biggest debtor nation, for instance - and therefore undermine its political clout....As a result, Americans would have to pay more for their import-driven lifestyle." These views are well balanced with other commentaries. It's worthwhile getting hold of a copy.
Section headings (several articles in each):
-Investing in Euroland
-Once Burned...
-The Corporate Challenge
-New World Order
-Essay
-Rankings
As for gold, I think they managed to skip that one.
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