Currency,stock in-flows, Fed, I-rates,Europe and Asia.
And add this to the mix.
Majority of CNBC gurus are bullish. Calling for 15,000 DOW in weeks and today Ron Baron saying 28,000 within10 years.
He's got your skin in his game.
Nouriel is hedging, what if this and what if that?
Mutual Fund inflos positive 4 weeks in a row. That means Joe's not buying six packs.He's buying shares of TAP.
So the herd is running with the bulls.......
Time to worry?
Not me worry.
Now let's talk about inflation. Real inflation. The kind of inflation that not only impacts the price of veal chops and cotton products, as well as fuel, but also impacts your kids notepads,pencils, and preparation H.
OMG, we DO have inflation. So the question is when will the Government actually print the truth?
Answer; It doesn't matter.
Suzy Homemaker (Not trying to disparage Suzy) doesn't understand economics, GDP, finance, derivitives etc but she DOES know how much her household costs are.
And when Joe comes home and is told NO MORE POKER NIGHTS, we can't afford it, and buy cheaper beer, then it hits home.
And home has been hit.
The only deflation we are experiencing, are the fake numbers being put out there that the public is no longer buying into.
You think only China keeps 2 sets of books?
So, how does this all impact silver and Gold?
Because, remember, we are no longer just a silver streamer.
We are now a gold streamer!
And,my read of this deal is as good as gold is!
Long term.....we're golden. IMO