Monie is making a play at buying precious metals and shorting equities. The corporations do not want to be shorted, and Bernanke will do everything possible to keep them afloat. This ends with the monie going all into gold, and maybe some capitulates into corporate equity/bonds.
A lot of this has to do with physical bullion decoupling from the paper price. I wrote about this on January 7th. The demand for silver coins has reached a new high. Fascist dictators every where are fleeing their thrones but not before having their wives fleece the State gold vault.