At this point the fate of Gold, the US Equities, and Commodities, inflation, recovery or not, hinge on the direction of the dollar.
Sell the breakdown buy the gold and the bitcoin and commodities, but a large green bar spike up, then you have to sell Euros, Get OUT OF US Equities, HOLD the Gold but more sparingly probably out of BTC or only buy these on deep pullbacks, and keep holding on to REITS and get into short term rates (Ex. SHY)