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Is the Dollar Going to Be Strong?
The DXY is at 113 as we talk. We're talking about the Northeast running out of natural gas and we're talking about diesel down to 25 days. And that's with Dixie at 150? Are you kidding me? I don't think people have thought through what that implies. The ironic thing is, is there will be gas shortages. You will be waiting in your car in a gasoline shortage. Out of this, I think Bretton Woods three that I started to kind of develop and run with is a world where we are again going to go back to a commodity backed money.