The United States is still the safe haven of world capital, even with a beaten down dollar. As the commodity bubble unwinds, which it will do in very short order, the massive amounts of profits will have to find a new home, joining the frustrated $3.5 trillion in U.S. money market accounts, which are yielding negative real returns due to high core inflation. Petrodollars, euro dollars, American dollars and extremely low yielding treasury money will have to find a new home. Now, with currencies such as the Brazilian Real, Euro, Australian Dollar, Gulf State dollars, and even lowly Asian currencies as the Japanese Yen and Chinese Yuan being able to buy more U.S. assets than ever, coupled with profit taking from the commodity bubble, and with real estate still in free fall, the only place for capital rotation is equity markets. Even with economic headwinds and less than stellar growth in the U.S., it is statistically more likely than not that stocks will run, and run big. After all, the stock markets are very forward looking. Bulls rejoice as we break through resistance levels of August 2007 within the next 8 to 12 weeks.