The Coming Renaissance of Macro Investing

This macro hedge fund manager provides prescient insight on the demise of the petrodollar, but doesn't go far enough in providing financial solutions in a geopolitical environment of reduced US influence in financial markets.  Shorting the USDollar is one investment theme.  Going long precious metals among other commodities are another.

http://www.barrons.com/articles/the-coming-renaissance-of-macro-investing-1507957012

Dr. Zijlstra’s Legacy and the 21st Century Renaissance of Gold

This is brilliant justification for a return to the gold standard and its inherent checks and balances for international trade settlement.

http://www.jcaschipper.nl/2013/07/dr-zijlstras-legacy-and-the-renaissance-of-gold/