Do you know how many retail stores are filing for bankruptcy? Lots & Lots. And the ones that don't file are scaling back drastically. What will be the result?

Commercial real estate looks nothing more than grim. These commercial buildings will lose out on massive amounts of income and eventually they too will be filing bankruptcy. Ben knows it so it's imperative they get this "Bad Bank" in gear very quickly.

Whenever there is a bankruptcy that wipes cash out of the supply, so there is a threat of real deflation here. The good news for Gold investors is there is nowhere to go but up. Deflation = + Gold \ Inflation = ++ Gold.

Now Ben is trying his darndest to get currency pumping with some assistance from all the wonderful folks in D.C. However, it don't mean a thing if there is no velocity (dollar transaction), and that is what this "Bad Bank" is suppose to solve - to get banks to start lending again - there is your velocity - and there is your inflation taking effect and reversing the decline of the Dow.

This is a theory that makes sense to me.