Dollar

The dollar cycle is very dependable.  You can see that going back to 2005, you could set your calendar by it.  In 2001, the Fed was in the midst of tightening the money supply in an attempt to reign in the dot com bubble.  This policy resulted in a recession of course, but it did burst the bubble and crashed the dollar, and the dollar cycle has been very predictable every since.  If this holds true, the dollar has likely peaked and will bottom sometime next summer.

The dollar has great implications for commodities which also have a cycle of their own which lasts about 3.5 years.  A falling dollar is bullish commodities and stocks.  Looking ahead, this phenomena will be supportive of commodities and grains.  While we are in the turbulent time period of weather markets presently, I am generally bullish looking ahead.