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Thks for the link. At least recently, Gundlach seems like the guy who has had the best read on the markets. That short Apple/long nat gas trade for 2012 was one heck of a b*llsy contrarian call.

Anyways, this was a good video as well

"currency devaluation is the solution for an individual country"
"bigger share of the export pie"
"looking at competitive currency devaluations"

Seems to me..thinking out that the million dollar question is simply asking which country(ies) are likely to be most committed to devaluing their currencies as part of their economic strategy.

Regarding the USD, I'm wondering if the old quote "rumors of my death have been greatly exaggerated" apply.

The USD had a steady downtrend from 2001 to the 2008 low. Since then it has been trading inside a consolidating triangle (see my chart mark-up below). It is looking like it is on the cusp of breaking that to the upside.

I'm thinking maybe we are in for multi-year period of renewed dollar strength versus other currencies.
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