I always like to hear as many sides to an argument as I can. Here is, from what I can tell from his very-poorly-presented case, a contrary view:

http://finance.yahoo.com/blogs/breakout/case-low-end-consumers-higher-dollar-sideways-fed-121503233.html%20%20%20;_ylt=ApchbAfmxoPgpj0KOnra9M67YWsA;_ylu=X3oDMTE2NjFqNGU2BHBvcwMxMQRzZWMDdG9wU3RvcmllcwRzbGsDYWdyZWF0bG9uZy10?sec=topStories&pos=8&asset=&ccode=

That’s Oppenheimer Asset Management’s chief investment strategist.I’d be interested to hear what more knowledgeable people than me have to say about his ideas.