Everything about the dollar

Here are topics covered in this video:

1) Understanding Fiat Currency
a. Nixion 1971 affectively ends gold standard
b. Fiat a relative floating system
2) YTD Returns Major Currencies
a. Resource countries stronger than Trading countries
3) Debt to Gdp, Trade Deficits, Inflation rates, Real Rates
a. Real Rates matter
b. Basing effect of Inflation
4) Size, Large U.S. treasury holders
a. Reserve Currency Status
b. Economic size matters
5) Forward Projections
a. Global Recession Polices matter
6) Don’t Short the Dollar  Long Term (was ok to short with commodities shock)
a. Geopolitical events equate to dollar strength
b. U.S. consumer is still world growth driver
c. U.S. economic size creates dollar MOAT
d. U.S. is closer to Neutral than market realizes
e. China problems are deeper than the market fear