Another interesting interview with Daryl Montgomery of the New York Investing Meetup (http://investing.meetup.com/21), describing what has happened to the value of the dollar since the Fed cut rates back in mid-September.
"Correlation doesn't exist. All there are are logical connections between asset classes. So right now it's logical that stocks and bonds behave opposite. It's not that they're corelated, but rather they're trading as logic would dictate." -- Ray Dalio (paraphrase)