You read it here: The glass is half full

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By Michelle Celarier

The investment world seems divided into two camps these days. One group includes those who hope (and pray) that the U.S. stimulus plan will lead to a sustainable recovery and enough secular growth to eventually pay down our debt. The others think it's almost hopeless and fear we'll go the way of Weimar Germany or - to use a modern-day example - Zimbabwe. John Taylor of FX Concepts, the subject of our cover story, is in the latter camp. It's interesting, however, that he hasn't started shorting the dollar just yet.

One way to look at