I know that stocks are cheaper than bonds.
I know that bond market indicators show lower long rates in the near future.
I know that lower bond rates support higher stock prices.
I know that it is likely there will be another 25 basis point hike this week.
I know that it is very likely that this will be the last 25 basis point hike this week.
I know that commodity prices are somewhat correlated to the interest rates.
I know that commodity prices tend to move together (if gold and silver goes down, so will copper and aluminum).
I know that lower commodity prices would also decrease the cost of many companies (those in the airline industry, manufacturing, etc).
I know that lower commodity prices will give continued surprises in corporate profits.
I know that commodity prices tend to move opposite to the dollar.
I know that the dollar will soon start to depend on other countries' monetary policy more than our own.
I know that the interest rate snowball has alerady started to shift to others, and that Japan and China in particular are going to see pressure to their currency if they do not continue to take action.
I know that the Globalization of markets has dramatically reduced the risk of high inflation.
I know that it is a good time to buy stocks.
I know what I know, but
I know that I don't know everything.