Wednesday, March 19, 2008

Bernanke Begins (2008).

Genre: Drama / Crime / Thriller

Tagline: It's not who he replaces but what he does that defines him.

Plot Outline:

Gotham is in crisis. The citizenry has lost confidence, the market's in a panic, home-less are everywhere, and the city's headlines are dominated by news of Bears running wild. Heck, it's gotten so bad, even The Joker's moved out!

Where's Batman? Can he save the day?


Ben Bernanke -- Batman

Hank Paulson -- Robin

Jim Rogers -- The Joker

Ben Stein -- Himself

Okay, all kidding aside, I think we're seeing a moment where the Fed gains some traction, Ben Bernanke gains the market's confidence, the US financial authority reboot gets a little breathing room, and some of the dollar bears/market bears/gold bugs reign in their horns [and maybe it's time to go short gold, the euro, or the yen for a while].

The difficulties aren't over, but the relative bottom may be in.