1. QE2 is being realised for what it really is.
Just plugging up holes, not something to delight in.
2. Hedge Funds dancing between inflation and deflation without knowing why.
3. Metals becoming money and not commodities.
4. USA now officially the biggest holder of US debt.
http://www.zerohedge.com/article/today-biggest-holder-us-debt-united-states-america
Its beginning to sink in.