It is more than 1 month ago that Jim Rickards explained why the dollar has to become weaker vis-a-vis the other currencies (except the Yuan). Threats to countries with an export surplus have followed since.

We are going towards:

1) A weaker dollar.

2) And that not only causes the much needed inflation.

3) But also much higher gold, silver and commodity prices.

Within the context of Jim Rickards explanation of the Shanghay Accord, today's assessment of Stewart Thomson makes sense.

https://www.youtube.com/watch?v=tcxxQj8D81Q&feature=youtu.be&list=PLLYZV4O4iPIjZHt5mDc29VkSEu6TkYJ70

http://news.goldseek.com/GoldSeek/1462293733.php