They are flooding the system with liquidity like there was some sort of crisis happening AND they are going to put the brakes on the mortgage trade. So where is this money going to end up? Into the market again? I think I just might consider increasing my holdings of gold stocks.... To me gold stocks aren't reflecting the increase in bullion prices as though the market doesn't really believe it has any staying power. Sort of like in the latter part of 2004 when the market kept discounting oil prices till Jan 2005.