RE:Just a thoughtYour right about the deficit, but it is what the market views as strength, not us and the U.S. being the first having dealt with the financial crisis back in 2008 (now Europe) the US dollar is the current go to currency (right or wrong). The U.S. economy has been recovering slowly and the rest of the world (China slower growth excepted) is the current drag.
Maybe commodities in time but not now, and if the U.S. continues to sputter so will the over all stock markets. it will reverse in time but it might take years, meanwhile the markets sell off to cash into summer