Hi,

I subscribe to FB...his whole thing is that he believes that because of the fragility of financial entities, an other deflation scare occurs now thorough early 2011...

For right or wrong, he believes that this will soften gold and pressure bonds up yet again(safety trade)...then the inflation specter of 2011 is wham bam, when it hits the high gear...

I personally, am not talented enough to know the future truth...I listen to FB and cycleman...When they are in agreement as know with US equity downside , i load the boat....what can i say...I am a biologist not a market guru

best all, larry