Nice description of the maturing process in the markets. On the other hand, many professionals tend to use similar approaches and tools, and we know how that ended with modern portfolio theory in 1987, October...

It's certainly nice when the cause (monetary inflation) is measured by the symptom (price inflation)

Well, in the prior author's post, a number of 10%+ was thrown around, taking down the risk level called justified - I argued that it has run quite far with 4% already - and we're some 30 points from prior top three sessions later. I comment on so many articles that discuss stock indices, precious metals, currencies, commodities or just oil - talking market actions' whys and whats, and own trading perspectives - because I write daily too.

Absolutely... getting little traction and interested, this is an opportunity in the making, targeting positively higher prices this year too. I saw that lovely October XLE buy opportunity :) I think you did too

The underinvestments in oil and exploration will come to bite us, and higher oil prices are ahead. I'm not ruling out an oil shock in the mid-decade - surprising, I know...

EUR/USD target nicely set - let's see how the pair behaves on its journey

The euro weakness arguments are sensible, and the dollar is to put up a fight here. Short-term only though - and I lay down miners' argument for a PMs bull run getting really closer = not all that much downside in silver which is set to outperform gold.

history moves in waves, and with a revolution, one (astronomically) ends where they started...

A new normal of sort. Through disruption to a new equilibrium. Passive investing bullble, bear funds dying out... no shortage of trends in motion.

I agree with the bullish implications of being in a corrective move in stocks