Morning

I want to go back to bed like nobody's business.... Not ready for a new week.

I wanted to point out that Gold is down, and the dollar is up.... there has been a disconnect there for a couple months, One of these days they will link back up and maybe the "inflation Thesis" could pan out, one way or the other....

But It's wierd... and my general Thesis is that children game:

One of these things is not like the others,
One of these things just doesn't belong,
Can you tell which thing is not like the others
By the time I finish my song?

Did you guess which thing was not like the others?
Did you guess which thing just doesn't belong?
If you guessed this one is not like the others,
Then you're absolutely...right!

of course when you have 2 things it's hard to figure out which one is wrong. Maybe if we track commodities today we will know.