It might be the beginning of the "big one", or maybe just another small adjustment on the way. but the one guy that made sense of it all for me, lately, is Mike Maloney: when he said that historically inflation followed a short period of inflation, and the reason that currencies did not enter hyper-inflation(as a result of QE) is the low velocity of money. It only takes on asset bubble to pop in order to reveal reality, and warrant a major crash.