The Dollar and the Commodity Bowl

Dougherty: The dollar factoring into your. commodities positioning is of course a risk. He says if it was the dollar to break its downtrend which I kind of see it as being in it's been making lower highs, despite performance lately. There's no way base metals are going to hang in against that. But at the same time we've seen years where the dollar goes down and commodities wind up rallying at the end of the day or the year.