RE: The primary reason for the correction .......A plausible thesis and one which has been playing out for the past couple weeks. Of course, it is impossible to predict the future. I think you have to hold a core of U stocks in case enthusiasm goes parabolic in the coming months, along with silver and gold for similar reasons. Although I don't have the guts, I'll probably look back this summer and wish I had put 100% of my money into these 3 segments.