The Market is Severely Underestimating Inflation Expectations

The Repo market is proof that something is wrong with the system. It's an unsustainable system. Rates need to stay low and money needs to be printed in order to sustain this bubble - eventually this will create an intolerable amount of inflation.

As the market realizes that QE isn't temporary, that it is permanent until inflation is out of control, then inflation expectations will shift as people move into hard assets. While everyone's still talking about overpriced SPX and NDX, I'm bargain hunting in the metals market

Platinum is insanely cheap and looks poised for a surge. Platinum follows gold. Gold is broken out and headed towards $1700