Easy money (fiat) = Cheap money = Easy credit = Bad loans = No repayment = vanishing money.

Why would folks leave the safety of commodities at a time like this?

One thought is, there hasn't been a time like this in quite awhile.

 The knee jerk reaction is a flight to safety in cash.

Only cash is no longer safe, in fact, its the problem.

The Fed and the Treasury and all the boys who make big money swapping paper are in a serious way.

Many countries are wanting out of and off the dollar. And they are no longer just mumbling about it. Iran, Venezuela (of course) but also China and others. They have already yelled 'Fire!' in the theatre.. it is no longer 'do you smell smoke?'.

This week, the FBI and treasury raided a silver/gold/copper making coin company in the US. Took everything, all their metal, all their files, all their computers. It seems like they fear it to be a competing currency. Ron Paul's picture was also on some of these coins. I'll leave the constitutionality of this move to others... but it does show a great deal of worry on the part of the dollar printers.

Hang on to your commodities!

Hang on to NOT!

BK.