we have to "walk the walk". Roubini said in 2006 that the market will crash, had we listened to him and shorted the market in 2006, we would have gone broke long before we could short.
As traders, we have monthly revenue targets to meet, we try to catch market waves to make $, long or short.
I don't pay too much attention to terms like "inflation", "deflation", "hyperinflation", "PO", etc. I just try to follow the flows, try to use common sense, and listen to 菩萨 tells me. :-)
菩萨 says this move has more legs in it, so I will give it a couple of more days, but definately will sell.

GN :-)