market is happiest when oil and commodites are tearing up

makes no sense

oil goes up - commodities go up - dollar goes down - and market goes up

oil goes down - market goes down - commodities go down - dollar goes up

wtf

 

A war against Iran, or a down trend market in Q2.

 

makes a lot of sense: M3 goes up -> inflation, M3 goes down -> no inflation.

 

Remember the so called inflation scare last week yet treasuries rallied the rest of the way. You'll go crazy trying to make sense of each and every move.

 

yup. market goes up in a relative way. that's the key.