If you don't believe me, believe China

I am quite bullish on commodities, particularly in energy and precious metals. I love gold/silver and anything to do with them (ETF's and Mining). I like oil refineries, being that I believe oil is going to 100$ /barrel sooner than later. I REALLY like uranium producing companies. I believe that uranium is just about the biggest no brainer out there. And I'll tell you what I'm bearish on, and that's the dollar. I am not going to go into the details on this post of why I like or dislike curtain investments. I just want to inform you of what I think at this point. Why take my word on it? Don't. It doesn't bother me...but do you believe China? China's gold consumption is set to rise 17% this year. They are bull on gold. Xia Bin, head of financial research of the Developement Research Company, a think tank for the Chinese cabinet, "It's practical for the Chinese to increase it's holdings of gold." China is currently putting a
$100 billion dollar investment into an Australian uranium project. They are bull on uranium. China is currently putting $100 billion dollars into a natural gas/oil investment in Iran. They are bull on natural gas and oil. China is bull on commodities. Now the U.S. dollar. China is by far the largest holder of the U.S. dollar in the world. They have more of it the our own government does. Of the $1 trillion Chinese surplus, approximately 72% of it is in the dollar and dollar related assets. They accumulate the dollar by selling goods to the U.S. and in turn taking the dollars that they get and investing them in U.S. bonds. Being that China is the largest holder in the U.S. dollar I think it is necessary to watch their actions regarding the greenback. Do you think that they will let the nation's surplus drop by 1/3 or even 1/2. No way. They are diversifying away from at and buying commodities and other, more stable currencies. This is bad news for the U.S. dollar. Like myself, China is bull on energy and precious metals. They are terrified of the dollar. If it wouldn't create a world economic crisis, they would get rid of it all today. So, if you don't believe me, believe China