There is a financial reality that goes well beyond partisan politics.  It's one of those rare occasions where financial professionals ought to pay close attention to the political world.  Half of this country call themselves conservatives, and conservatives are spreading a message to one another - the dollar will become worthless - a positive for PowerShares DB US Dollar Index Bearish (UDN).

The hippies say that if you believe it, it will become true.  Sometimes, the same applies in Wall Street.  If enough people believe it, supply and demand will shift dramatically and create a significant price movement.  Republicans are spreading the message that began last year as a whimper from Ron Paul and his fringe libertarian buddies - gold has great value and the dollar will lose dramatic value, they say.

Obama's win, the economic collapse and the Democrats' supermajority have altogether empowered that libertarian side of the Republicans, whose message is that this country's economic policy will soon bankrupt the country.  The chorus is getting louder and sharper, and is even being accepted by liberal financial professionals.

Conservative politics is now pushing gold like no other and depending on a dropping dollar to prove they are right.  The political passion involves millions of Americans who may continue to put their money where there mouth is, into gold and out of dollars.

Today, Robert Fisk reported about countries planning to price oil in gold rather than the dollar.  The conservative Drudge Report jumped on it and made it the headline for the day.  It won't be the last headline pushing gold and pushing down the dollar.  It doesn't matter what you or I believe, it matters what…