Replies to post #33619 on The New CS Board

[Oddlot]

Cycles would suggest several conflicting items. Rates should bottom on a LT cycle, and the dollar should go down. Gold as should peak later this year if not SOON.

Perhaps, the USA becomes not as attractive for foreign capital, relative to other choices. Reduced flows hurt SPX and restrict need for USD to buy SPX, so USD falls leading to bond losses and bonds get sold. If everyone panics gold gets a boost.

Not a prediction but just thinking how everything might work together to fit the cyclical scenario...