I think that demise is a little dramatic, but certainly the dollar NEEDS to devalue to offset our lack of monetary and fiscal discipline.

While devaluation will enhance exports, it will also result in higher inflation rates in the future, which is -- no surprise to this board -- bullish for gold.

The Chinese are the lynchpin to the rate that the change occurs. While the Chinese buy lots of oil and are increasing gold reserves, the US remains their largest export market by far and forces China to help maintain dollar value and find ways for them to recycle dollars.

How about they buy KRY for a bunch of US dollars?