To clarify, the Fed is making the gamble of a lifetime here. I'm not interested to fight that - until I see it's not working and then I will fight the Fed all the way to the mat.
In the meantime, I think commodities make sense here. I've taken a 6.3% stab so far with RJI. If this idea is going to work, it should work right away. In that case I may go to 10%.