This is pretty much what he says in response to the Peter Schiff types of predictions. The critiques in this thread would be more aptly applied to those debating against "The Dollar Milkshake Theory".
It isn't a cult of personality or specific investment advice. Mining stocks aren't being promoted. Rather it is an observation and theory about how the USD strengthens at points in the business cycle where many expect it to weaken.
I'm not sure why HN needs to be so obtuse. If we cannot have a discussion about the actual contents of an observation rather than the perceived theme, if every post needs to be prefaced by several layers of disclaimers ("I don't own a crystal ball...") about what it isn't saying, then I'm not sure it is possible to have a discussion here.
