He was in China (Shanghai I believe) talking at an investment conference.
The guy managed $$$ with George Soros. He is a HUGE bull of commodities and trades those + currencies quite a bit. He is VERY bearish on the dollar and doesn't recommend anyone buy the $$$ as a trade. ALOT of smart guys are saying this....
http://www.wealthdaily.com/newsletter.php?date=2008-07-01
By the way, if you want to see what another smart guy is saying re: the economy then read Bill Gross' letter to President Obama (his July Investment Outlook for PIMCO, the world's largest fixed income money manager.)
http://www.pimco.com/LeftNav/Featured+Market+Commentary/IO/2008/IO+July+2008.htm
Dan Ross
http://www.betterbizbooks.com/
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