Up. Everything. Really.

No, I'm not kidding. There's a bunch of fundamental stuff behind it, which I don't really get, but the short answer is that no matter what happens to the economy for the short term, it is very likely that everything else will get more expensive as a result. This means that you should consider being bullish on the physical commodities and maybe a touch bearish on the interest bearing markets. The stock market? I still think it's overbought, but it continues to rally, so buy.

Erich