Mark Farber was just on MSNBC Asia and the tore the central banks a new A$$ Hole....
He detailed how the falling dollar was a solid sign of an inflated currency and that would lead to inflation in all currancies that are tied to the dollar.
He also said that the low interest rates (below price inflation) were the perfect recipe for commodity price increases. This was because there was no opportunity costs to holding commodities.
Also because of the inelastic supply of commodities, the prices could sky rocket....
They tried to cut him off a number of times but he just kept going.