Larry Kudlow Is Keeping Track

Larry the K notes that since election day, the "stock market" is down 25%, and gold is up 35%. On a related note, from Forbes:

A more urgent question is that as Uncle Sam continues to spend its way out of the national mess, will the Chinese still accept a 2.9% yield on ten-year Treasurys?

I could be wrong (obviously!), but I'm still thinking that going ultra-short treasuries is the way to score big going out a few years. Better than gold, better than trying to bottom-fish financials or real estate.