The US dollar index has jumped 10% since early July.

This has had a negative effect on commodity prices. It has also brought considerable relief to consumers in the form of lower gas prices.

However, US exporters have watched their products become 10% more expensive in just two months.

Andrew Gordon says shorting US stocks with a heavy reliance on overseas sales is a great way to profit from US dollar strength. He lists the ten companies most vulnerable to further gains in the buck.

Last week, a few economic reports surprised to the positive side. And this week is potentially very important for the market, says Christian Hill in Investor’s Daily Edge. Last week saw Factory Orders more than double expectations, and the ISM Services Index wasn’t nearly as low as was expected. Add this to the Fed standing pat and there could be some momentum heading into this week. This from Christian…

Editor’s Note: Lew Rockwell is a died-in-the-wool libertarian. He says this recession is a correction to an overly pumped economic boom. It is not an aberration crying out for correction. It is the result of an unsustainable economic bubble that preceded it. Lew says it should be welcomed in the same way we welcome a sober day after a drunken evening, or the detoxification of an addict after a period of addiction.

There is an ongoing war being waged inside every single computer sold in the world today. Until recently, the war involved two CPU (the brains of your computer) manufacturers, Intel (INTC) and Advanced Micro Devices (AMD). But both companies better watch their back, Nvidia (NVDA) is on the prowl.