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.
http://betterbizbooks.blogspot.com/2008/11/next-trouble-spot-underfunded-pension.html
Here is his article on his top investment themes for 2009
http://www.minyanville.com/articles/TXN-hpq-yen-spx-dis-CAL/index/a/20540
Dan Ross
http://www.DanRoss.info
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