http://www.theaureport.com/pub/na/tocquevilles-john-hathaway-stick-to-your-guns-hold-on-to-those-mining-shares Monetary policy has forced investors into riskier assets—including junk bonds and overvalued NASDAQ stocks. When the tables turn and people start experiencing losses, there will be finger pointing, starting with the Federal Reserve's nominal interest rates. That whole spectacle could balloon and cause conventional investors to throw up their hands and run for liquidity.