Just one comment on the metals, then I will drop this. I reviewed my research on Gold this weekend just to be sure before posting this.
There is not a historical relationship of any significance between gold and the US dollar in terms of causation of price movement. Gold may go up, but if it does it will not be due directly to a dropping US dollar.
For such a relationship to have meaning, it must be consistent over time. This relationship is essentially a flip of a coin with all the testing I have done with it.
What does this mean? Only, do not bet your life’s savings on Gold rising just because you think the US Dollar is going to drop.