Mostly: Classical

[ItsAllCyclical]

Not the inflation in the here and now, but expected inflation. The mainstream story that I've been hearing more and more is that all this money creation is going to cause inflation down the road (plus the recovery is here so that'll make the inflation worse). I suspect we see another bout of bad deflation where everything gets sold. Gold might be sparred since it was sold off into the fall to absurd levels (at least the stocks), but I suspect not. Though the selloff in gold shouldn't be as bad this time (which aligns w/another Dollar rally that shouldn't be quite as strong as the fall).

"Wish this stuff was easier..."

If it was easier more people could do it. If it was easier it wouldn't be as gratifying (when it works). If it was easier I'd have an even more distorted view of reality.