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The govt and the bankers all got too complacent. The bankers got too complacent that anything they do must be bailed out, the govt got too complacent that this make believe economy on funny money is the path to prosperity... The bankers realized Fed is taking away the punch bowl by not buying anything anymore since zero or negative interest rates are not enough, the govt realized that they cannot print forever. Then finally, we realized that the bankers and the govt (or administration) are turning against each other. The investors basically hate them all... This is an huge deflationary signal however you dice and slice it for 2010, we may see another monetary overdrive as people come to their senses, however USD will have to be sacrificed and I do not know how long they can sustain the price stability in an inflationary depression... This is a depression because we had price surges and no jobs creation. You do not need to look any deeper, if the currency collapses as a result of the monetary policies in 2010 or 2011, it will turn into a severe deflationary depression. I hope it doesn't happen, but it probably will... Best of luck.

Good job on your bear call Swiss...