The ACD Method

eurusdzn said:
Yeah, it almost seems that has to happen to run a normal full course cycle before any crisis, recession, or bear market. The ten year price fell through support recently and the 30 year price is drifting down here so they are pointing at least to whiff of inflation.
There is no way I can tell ( and I dont have to be able to) if this is primarily a demand/ supply
issue driving commodities or more of a "trade" where one has to swap dollars for stocks and commodities or lose out big.
Anyway, nothing is ever the same, but things would get really frothy if the dollar/inflation/stock and commodity directional trade continued and a 'behind the curve' fed had to raise rates more rapidly. Ray Dalio is saying this currently meets a goldilocks scenario
and , as you have experienced, that is more of a stable,moderate, burn like we have seen before . Even so, commodities can burn very hot on their own and outperform stocks.

Thanks for the heads up on this idea. It is not too late for me to begin to see this develop. There is more than SP500 out there.

Lastly, Euro at 140 ! It would have to be wouldnt it. Crazy.
More...

This cycle will play out over the next two years so no one has missed anything yet.
 
Gold, US dolar, Yen (actually well bid), treasuries, commodities, diid not see MUCH fear today.
Relatively speaking. i dont buy this decline here.
 
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