In the next few days, the dollar was followed downwards by the prices of all sorts of assets, including shares, bonds, gold, industrial metals and oil.

之后的几天，各种资产的价格纷纷伴随美元下跌，包括股票、债券、黄金、工业金属和原油。

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If you missed out on the rally and are still holding a large percentage of "safety assets" such as gold and bonds, now's the time to start moving back into stocks.

如果你错过了反弹，而且手中还有占比很大的“安全资产”如黄金国债之类，现在就是重回股市的时机。

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Faced with this dichotomy, investors who buy both Treasury bonds and gold are not displaying cognitive dissonance. They are just hedging their bets.

面对此等对立情况，同时购买国债和黄金投资者并不是表现出认知失调，他们只是在对冲自己的赌注罢了。

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Gold and bonds have rallied sharply since Bernanke pledged on Aug. 9 to maintain low rates until mid-2013.

FORBES: End Of The World As We Knew It, Buffett And Bernanke Feel Fine

Conversely, safe-haven assets, like gold and bonds, will fall by the wayside in the face of a bull market.

FORBES: How To Adjust Your Portfolio In A Bear Or Bull Market

In a previous column, I discussed two of my core investment themes for the next 12-18 months, gold and bonds.

FORBES: More themes for the coming year