Don’t Be Surprised with Today’s Knee-Jerk Shutdown Rally

What we are taking to heart is the decline in gold prices, another indication of the fact that deflation is the number one concern. 

Shutting down the government does not cause an instant stock market crash, it is just part of the long-term rollover of economic numbers, in a sense a pattern of this macro cycle that started back in 2000.  The debt limit will be the next piece in this pattern, and the effects will slowly accumulate until their weight overwhelms  CNBC and the FED.