Interesting

I've been very careful with my trading for quite a while now. Mainly because the market didn't make sense.

One week things were deflationary and the next inflationary. Now those cycles seem to be daily.

I've been pretty confused over that until I read this.

Seems the Feds have been trying very hard to inflate things for a while now. But any movement in that direction lives only so long as it takes the large trading houses to sell off during the rally.

So how much more before the real bottom is in? When all the trading houses have stopped selling in an effort to offset trades and/or meet margin requirements? I'm not at all sure.

I did see gold rally this week. Enough to make me think that maybe the inflation will start to hit (and I'll finally have some surer footing to make trades), but in my gut I'm thinking not yet. If I were braver I'd buy a couple mini gold or silver contracts and take delivery. Seems gold and silver contracts are much lower than the physical metal. But those 1K oz bars would have to be made into coins or small bars. I have no idea how much of a cut that would take out of the deal.