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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: Wyätt Gwyön who wrote (80131)8/8/2007 9:37:00 AM
From: gregor_usRespond to of 306849
 
That's True. I Was Indeed Cherry-Picking but not so much to make a fine point but rather to join into John's previous post, in which he was using the 1999-2000 area as a marker. Plus, I don't have Economist data before then. So while it's an arbitrary frame, I think it's intriguing regardless.

If we allow that the current commodity bull started in 2000, and that the USD peaked in July of 2001, at what point in this decade might we begin to look more closely at the USD's purchasing power against a basket of commods.?

I wonder that we are nearing that point.

BTW, I have a separate investment thesis which I won't go into fully here--but, the USA actually has alot of home-grown commodity wealth that may come back into the USD in the years ahead. I am thinking mainly of coal, copper, silver, gold, and the grains.

Gregor