I agree Casey, i think they will jawbone the removal of QE as QE2 ends, this may hurt metals temp, but i think the gov knows there will be QE3 and 4. You are so right though that everything is played off the fed and stimulis. Easy money, borrow from the fed at zero and invest somewhere else at a higher %. Probably hoping the banks earn there way out. Problem is they are likely not going to be able to.
The links at the bottom of my previous message are good for any interested. Trader Dan has always good info and the other is the turd on youtube where you can see the guy who's work i posted here leading up to expiry.