need to watch this closely tonight, page-11

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    ETF GLD down to almost 3 year lows. US isnt going to stop priming its economy until enough jobs have been created to maintain demand for new cars/jobs/drugs/houses/etc. Has that been achieved , no , based on the latest retail sales and jobs reports its not yet in full swing but a drop in oil/feul will increase consumer demand. Cheaper Gas/copper/alum/iron ore will lead to more manufacturing in the US. Inflation will return and with low interest rates consumers with jobs will once again be offered all they can eat from the banks. Inflation could rise faster and sooner than most think.
 
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