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<p>[QUOTE=&quot;InfleXion, post: 1721840, member: 29012&quot;]US stocks no. The Nikkei is getting nailed though, which isn&#039;t surprising considering its parabolic rise. It&#039;s not looking good for the Yen and so the USD will likely continue to gain in strength against other weakening currencies (not necessarily against goods and services with regards to actual buying power) but we could still see (likely not much) lower metals prices, although stocks and bonds get the benefits of QE and should continue to perform as long as they are pumping.</p><p><br /></p><p>It&#039;s worth bearing in mind that we are following the Japanese model. They have been at it longer than us, and are a good bellwether for how Keynesian policies end up. US markets will probably outlast a lot of others, but all leveraged markets are on the path to the same outcome (infinite counter party risk with minimal underlying assets undermining solvency making unwinding impossible). Leverage was used in this way in the Great Depression, in 2008, and once again leverage is back at all time highs.[/QUOTE]</p><p><br /></p>

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