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[Stock Lobster]

USO has been quite active, and with money leaving mutual funds, and bonds looking topped out, I've been suggesting that some of this money is headed back into 'risk'

You can't blame them for wanting better returns.

However, it is unnerving, because the economic backdrop for an equity run isn't exactly strong. I think the only argument we can understand is that the US dollar is weakening, and therefore the price of commodities will be driven higher