Another person concerned about the fall of the U.S. dollar this year and deleveraging. Todd Harrison, Jim Cramer's former partner/trader, is a bright guy folks. He was VERY right in 2008!
In this follow up video, Harrison talks about S&P 500 levels at 600. Here are Harrison's 10 investment themes for 2009.
Folks, my thoughts mirror Harrison's so that is why I just included the videos :) Many of the things he writes about or talks about are things I have written about in the last few months, like underfunded pension funds.
Here is his article on his top investment themes for 2009