FSN has a piece by Jim Willie entitled Reflation Challenge and Gold. The more I read this guy, the more I am becoming convinced that he is seeing in a way that few others can. I think he's right on. Read this piece two or three times until you get it. It's like reading Faulkner. The first one or two times the guy sounds like he's just babbling on, too abstruse and maybe even a slight bit kooky, but if you stick with it, BAM! It hits you and you have a Holy Smokes Batman" moment. It really is like reading Faulkner or Eugene O'Neill. I still remember reading As I Lay Dying and that moment it came to me that Faulkner understood the deepest things in the human heart. One minute I was reading gibberish, the next I had been enlightened. Start reading Jim Willie and you will see what I mean. Bull