Clearly correlation between tablet growth spikes heading into holidays and a lack of interest of purchasing notebooks in the same period.

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The improvement in general employment levels in the U.S. over 2012 also means these customers have more purchasing power than the lean period of 2009-10.

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So, a better way of thinking about the volatility of gold and other commodity prices is to view it as a 40-year period of unprecedented volatility in the price or purchasing power of the dollar.

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Bulls think there's enough purchasing power to get the U.S. through the next quarter while lenders recapitalize for a period of tightening.

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