Just My Humble opinion
BRICS are buying gold at a very discounted price because Yellin + Co trying to tell the world US economy is doing great- NOT !!
It runs on fume from QE which is about to dissipate and expose the weakness of QE never reached main street. Corporations better do what Japanese just did few days ago, raise wages with QE money by 50% in the next 3 years, or else market will erode and tank.
Same for real estate valuation, erode and tank because consumers just can't keep running on QE fume.