Let's speculate

1. One poster on KWN says that there might be a short squeeze in gold, but only in paper gold. There is no evidence yet that there is a squeeze in the metal itself. Why would the Bouillon Banks allow or even promote a short squeeze of any sort? Obviously, this does not have their footprints on it. Whose then? Maybe the large entity that Hathaway talked about?

2. The rather negative reaction of the Stock Market to tapering may force the FED to go easier than it would like to. The economy is not in good shape. The unemployment numbers are phony, because they are lower only because more and more people giving up looking for a job. An important number is the closing up of a lot of department stores. In a consumer-driven economy, stores should at least hold their own, not having to curtail operations.

3. Bernanke was of the opinion that the Depression got deeper because the FED tightened too soon. Faced with a sinking Stock Market and softness in hiring, the FED may increase QE By the Summer.

4. Congress is about to increase the Debt Ceiling again. This will increase the National Debt.