George Soros, the man who broke the Bank of England and one of the most respected fund managers in industry history, announced he was closing his Quantum fund to outside investors and sending back their money. New York Times DealBook reporter Azam Ahmed joined Breakout to discuss the move.

In explaining the decision to investors Soros' two sons cited new financial regulations which would force all funds of a certain size to register with the Securities and Exchange Commission in 2012. It's a curious explanation for a man so politically outspoken through the years.

Soros' political views are generally considered left-leaning, though "free-thinking" may be a more apt description. While he spent millions attempting to get former President George W. Bush out of office and supports legalized marijuana, Soros has never been above busting a currency or two, as he did with the Thai Bhat in addition to the famous Bank of England trade. Quantum also profited from the subprime mortgage crisis with the fund gaining 32% and 8% in 2007 and '08 respectively.

So is a man so politically active and pro intervention really sending back money because of what seems to be a paperwork issue when toeing the line would seem more ideologically consistent? Maybe, but political activism and speculation make for strange bedfellows, a conflict Soros has alluded to but obviously never let prevent him from either activity. Besides with George turning 81 next month and in possession of "More Money Than God" he doesn't need to explain the decision to anyone and he's certainly not doing so with either me or Ahmed.

After a vacation-driven hiatus Dos Hombres is back with our specialized blend of Matt Nesto's well-researched observations and my general outrage.

Nesto led off by celebrating the one month anniversary of the stock market's most recent rally. Singing and Cake? No way, baby. Nesto partied data-style!

Over the last 30 days the S&P500 is up a robust 5%, led by commodity makers like Exxon Mobil (XOM) (+10%) and Halliburton (HAL) (+21%). Following the money, my trained journalist friend went to the commodities themselves. Score one for deductive reasoning: the commodities themselves have been strong almost across the board. My precious Gold (I'm long the (GLD) ETF) is up 7%, crude +9%, silver +16% and rough rice up a stunning 27%.

As for specific companies some of the leaders were Wynn Resorts (WYNN) up 24%, and natural gas concern EQT Corp. (EQT) gaining 27%. One of the best movers of the month was Google (GOOG), screaming 30% higher on strong earnings and, um, a rather bleak quarter and outlook from one of Google's competitors which shall remain nameless.

All of this stock strength in the face of the ongoing U.S. debt-ceiling debacle begs the question, "What on Earth is holding these stocks up?" Sophisticates and academics will offer you fancy-pants answers of all sorts to explain how we can have both a crisis and a stock rally at once. The answer is a decline in the U.S. Dollar, particularly versus the Euro.