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Our thesis regarding the recovery of the US economy involves having a strong US dollar. A stronger dollar helps drive commodity prices down, which in turn helps boost consumption. Consumption is the key to recovery as people consume more and see a material improvement at places like the gas station and grocery store. Right now, the US dollar (DXY) continues to strengthen since the beginning of January while WTI crude oil falls lower. The one headwind we still face in the recovery of the economy is high energy prices and if we continue to see the dollar strengthen, that headwind could soon be a thing of the past.

Crude Intentions - USD CRUDE