SOS Conquer the Crash

WHAT HAPPENED?

Crude oil set new high
Gold set new high
Silver set new high
Sugar set new high
Cotton set new high
Stock market in DJIA max at 12400 in 2010/11 (will it exceed this high?)
USD dollar set new low
PIMCO sold all its treasuries in late Feb 2011 in one of its funds (at the moment Fed is taking up all the treasuries sold)

MyView

WILL ALL THE ABOVE REVERSE? USD goes up, the rest of the asset class goes down. Well, only time will tell. The usual answer to USD going to the south is the Fed printing lots of money, but Gary Shilling said, the Fed does not print money BUT control the liquidity in the banking system and it is up to the bank to give credit to the end user. Instead of using the liquidity in the Bank to lend to private sector, which already too much debt, the liquidity is use for speculation in other assets such as commodities, emerging markets, crude oil etc.