The Set Up

The biggest money is ready.....

-) The largest bond manager owns no 30 year treasury bonds.
-) The largest hedge fund is short the dollar and long equity.
-) The most profitable investor of the trailing five years is long a lot of gold.
-) The fastest growing country is investing in energy as fast as it can.
-) The smartest investor of our time just made the second largest acquisition of his career....for cash.

The majority of Americans do not want their entitlement programs touched...wdc, llc will not have the will to change the budget. The US dollar will trend lower...much lower....purchasing power will be severely diminished...fees for everything will sky rocket (our Levis were up 15% last week alone) annual car registration up 500% year over year.

Our debt will be inflated away....who is our largest "stake holder" the Federal Reserve Bank! How weird is that?? And proud of it.

The lack of leadership globally (esp. USA)......will result in the de globalization of many products and services....Japan will influence this change.....all inflationary. As well as civil unrest and disobedience...like in the ME.

Panic selling, says Bloomberg.... results in poor market timing when markets fall more than 2.5%..."The markets best days tend to come very close to the worst days." We know of few events that are more sensitive to people than anything related to radioactivity.

A new book out: "The Longevity Project" concludes: "The best childhood predictor of longevity, it turns out, is a quality best defined as conscientiousness, the often complex pattern of persistence, hard work, close involvement with friends and communities that produces a well-organized person who is somewhat obsessive and not at all carefree."

A long term winning hockey coach said, "We have a saying: (at our school) Seniors lead, juniors follow and sophomores keep your mouths shut."

Smart money likes Stocks.....Brazil (energy independent) and China (creditor nation) here and Gold as the primary beneficiaries of a collapsing bond market and debased US dollar.

Each 100 point move in the S&P 500 is equal to one trillion dollars of household wealth.

Danny Boy seen here ready for spring.