Funny thing is if you look at the S&P 500 denominated in gold, instead of in US dollars, it's lower than it was back in March and nowhere near where it was before the crash. So if you're one of those who believes in gold as a currency, the market really hasn't advanced anywhere. It's just that the dollar has gone down and the S&P 500 is priced in dollars.
Anyway, everyone knows that unemployment is high and the housing markets stink. If the information is ubiquitous, then it must already be priced into the markets, right? If you don't agree then it must be because you think the market isn't generally a rational system of price discovery... if that's so, then good luck!