Bigworld, Agreed, and since that's the reality (Fed juices stocks and suppresses gold), a logical strategy would be to stay long stocks and avoid gold, unless/until the Fed either stops their behavior, or some black swan event comes along that is stronger than the Fed.
Rickards' strategy has been to be out of the stock market, and to limit gold to 10% of a portfolio, and this seems like a logical compromise. I think when things start to unravel, Rickards will announce a short position in stocks. He makes a good case for a maxi-devaluation of the yuan as the trigger event for a big selloff, coming sometime after October.
