Some thoughts

Well, I am pondering all the time regarding to the relationship among the liquidity, bond, equity, commoditity, and real estate.

The symptom of Weimar inflation is "Mark plummeted to one-trillionth of its original value". However, I doubt that this will be repeated again in 21th century. In Weimar era, nobody outside Germany owned Mark as what USD does right now in whole world, in other words, nobody cared that much when Mark died.

However, there are too many co-interest owners on USD nowadays. This = nobody wants to see USD drops. China/Japan/SouthesternAsian/Europe they all want Dollar to be strong, so their reserve can increase value and their export can continue grow. The only exception is the investors in Euro/CAN/YEN/OIL/GLD/etc, Ｉthink.

There is a ship and everyone is think it is going to sink, unforunately, most of people are on that ship as well.

Disclosure: I own OIL/GLD. :)