XJO - Bear Posts only (Factors which might cause the markets to fall), page-23207

David Hunter is bearish on oil. His thesis is the economy will slow, oil prices fall, fed will cut rates to 2.5 and the dollar will fall to 80 but this will spark a melt up in asset prices as investors will be jumping the gun thinking the next asset/business/credit cycle has started and everyone is going to jump in, unfortunately there is a big cliff ahead even in gold & silver. He says the market will keep running up until it just tops out. With governments all though the world deficit spending, the markets are going to run to grab the golden eggs out of the goose or in a similar analogy everyone is rushing to grab the golden pot at the end of the rainbow and when they get there they all find it's empty.