except us dollars, which are sloshing around in abundance. this analysis comes from ed steer. the link to the full analysis at casey research is here (for now) but the content changes every day:

http://caseyresearch.com/displayDrp....

so now it appears that russian oil production has topped out, and ted butler reports that the four largest silver traders have 66% of the short position. and haiti's government fell over food riots. i suppose the only good news is that planet earth was not hit by a comet yesterday. the links embedded in ed steer's commentary don't seem to work, at last for me, so you can find the stories on oil and silver here:

http://www.ft.com/cms/s/0/282adfd4-0...

http://news.silverseek.com/TedButler...

From Ed Steer:

If you remember a couple of stories on the huge price increases in rice and other cereal grains that I'd posted in my remarks over the last couple of days, I said that things would get much worse before they got any better. Well, we've had our first casualty. According to an Ambrose Evans-Pritchard piece in London's Financial Times, Haiti's government fell over the weekend following rice and bean riots. Five died. It has begun.

I have a couple of stories today. Since it's Wednesday, I have silver analyst Ted Butler's regular contribution. In Saturday's commentary, you may remember me waxing philosophic about the huge concentrated short positions in both gold and silver in the Commercial category of the COT. I said the following..."The '8 or less' traders (bullion banks) completely control the prices in the both the gold and silver markets...that's all there is to it." Ted's latest deals with exactly this issue. The essay is entitled "Super Concentration" and is linked here.

The other story is about oil...Russian oil. The VP of Russia's Lukoil pretty much says that "the top is in" for Russia's oil output. There aren't too many shades of grey in this story which is from the Financial Times in London...and is entitled "Fears Emerge Over Russia's Oil Output." It's linked here.

Once again, yesterday's news was wall-to-wall bad. PPI up 1.1%. Home foreclosures jump 57%. Oil above $113, gasoline at a record... and auction-rate bond market "will cease to exist" says Citigroup. That must have meant that the Dow and the US$ were both up yesterday. They were.