I like Karl Denninger and I read his market ticker blog.

He does some really good analysis but he is rabidly anti gold to the point of kicking people off his site if they mention it. He is not just against it as official currency but even as an investment. He recommends US cash only. This is puzzling to me.

On the whole I find him too strident, to the point that it hurts his case. A lot of people have noticed and commented on that. Still, good info (like gold) is where you find it, and I'm not about to shoot the messenger. The gold thing I don't understand either. Even if you don't think gold will be money again, it was still the best performing asset of the last decade and the trend is intact, so why you'd be down on it is kind of strange. The dollar...well, as Jim puts it, best house in a bad neighborhood.. When TSHTF investors flee to treasuries, which means they have to buy dollars. Other than that, it sucks big time, but it is what it is and you don't fight the tape.

ebear