yes and again, the inflationary cycle you support may be what's happening, but it may also not play out like you expect, or some other weird variation you never expected. I see a LOT of similarities to 1999, so does Steve. Under your scenario it will just go up and up and up, and if ours plays out it will go up but eventually have one hell of a top and bear market. 

    who knows who's right, no one can say with utter confidence their theory is what's going to play out. So at the end of the day you still have to implement some sort of strategy and rules based. The strategy can't only be we are in an inflationary cycle, so I'm staying long no matter what because it will inflate higher - it may and it may not.  

    project, monitor, and adjust when necessary, not locked into a theory

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