Sideways Market

I am looking through my positions to reevaluate my strategy. My long term view is weak dollar (which should stimulate exports), short treasuries (because of increased yields) and a rise in inflation. However, until markets feel confidence in banks and employment increases inflation is no where to be found. While the stock market receives 90% of all media attention, investors can better gauge sentiment by which bond indices like: IG, HVOL, XO and HY. Credit expansion will be the sign of a true recovery not over exuberant optimism. Enjoy the weekend!