With all the world's money pouring into the US:

With all the money of the world's richest 1 percent fleeing into the US right now the dollar has been pushed to stratospheric heights equal to - well the most anemic pre crash low of '06.

Yet this is enough to get commentators salivating about the strength of the dollar.

And it is strong - compared to the Euro and the Yen.

With an average 1.6 percent GDP for 2013 - five years into a "recovery" this tremendous strength will come crashing down the moment the US loses about half a percent of GDP and heads back towards ZERO and below.

Half a percent of GDP.  That's all the holding the dollar up right now. 

And think about this: the PPI came in at .8 percent in June.  If you counted that as the GDP deflator - which you well might have done before the government changed the metrics - that half a percent would already be gone.

Then where will the money flow?