My #1 worry

So..... The ECB actually is threatening to tighten rates....... I kid you not.

Not that I know anything, but my thesis is the worst thing you can do is tighten. It's why I didn't want to see us loosen that last time, I felt like we could have kept rates flat for longer at the old rate, than they can now at the lower rate.

and now that they have, the worst thing they can do is tighten, and guaranteed if the ECB tightens... we go into a currency crisis. or an out of control currency crisis, as opposed to the one we are currently in.

but the Euro/dollar is showing the possiblility of being range bound 1.58-1.54. Which says oil could be range bound 115-140.