Time to Buy Oil and Gold and Sell Stocks

Bloomberg reports that the Fed will talk down the dollar again. Whew! That was quick. They're still much more afraid of deflation than inflation. There are a bunch of ways to play this. First, there's Treasuries. Sounds like they might be going down again. On the other hand, if stocks go down, there may be some flight to quality, so I should be patient and cautious here. Next, there's oil. If they keep devaluing the dollar, oil will go up. However, I need to watch out for the supply situation, as well as the fact that if oil goes up enough to harm the economy, the Fed will have to pay attention to it and push it back down. If the Fed talks up the dollar, that will hurt stocks. If the Fed lets oil go higher, that hurts stocks as well. I think stocks are about to go down. How to play this? S&P 500 shorts? Maybe short SSO, the S&P 500 ultralong. Already got a lot of shorts, though. I think more gold is the only thing I'm going to do now.

Buy 86 (13%) ABX @ $33.00.