The Next Great Bubble:  A Debtor Nation The deadly combo:  High Debt - High Unemployment - Dollar Devaluation - Inflation Massive consumption has turned the U.S. into a debtor nation, which, combined with high unemployment and inflation will ultimately lead to the devaluation of the dollar, a scenario CAMS is betting on with a bias toward short positions on Treasury futures & stock index futures and long positions on commodities. U. S. massive stimulus programs and the resulting deficits will only make matters worse.   The Piper always gets paid. It’s not a bright outlook for the U.S., yet just as in 2008, when GCM ended the year UP 65% and the "traditional voices" lost 40%, bad news can produce a lucrative bounty for those with the foresight to predict it... and play it.  It's your choice:  profit handsomely or suffer through an extended national tragedy.  The nice thing about being right is that you can get exceedingly rich that way, no matter what else is going on around you.     October 2, 2009