The markets always win. The Fed tries to keep one bubble under control (bad banking) and another one pops up (commodities).
There is no doubt in my mind that this is not what we need to have protracted strong growth. Something has to give. The market? Bonds? Commodities?
It could very well happen that in spite of all the concerns, bonds might rally as commodities and stocks decline. I know Bill Gross does not agree. Which is one more reason I might like this scenario. Time will tell.
George Dagnino, PhD
Editor, The Peter Dag Portfolio. Since 1977
Ranked second best gold timer by Timer Digest
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