One of the best articles I've read all year long! Great job!
One more thing, if or when a correction/recession does occur, both bonds and stocks (and most real assets) are likely to fall. In that case, where do I park my savings now? Is holding cash the only option? What asset could go up (other than gold) during a recession of this kind? Do you have any thoughts on how to capitalise on the eventuality of this madness?