It seems that the Federal Reserve has finally jump-started the QE3 program.
Mortgage backed securities went up from $852 billion to $893 billion in the month of November 2012. That's a $40 billion increase, precisely right on schedule according to its press release in September 2012, where it stated to buy $40 billion in MBS's each month.
If we put together Chart 1 and Chart 2, we can find a significant correlation.
You know what this means, start to buy equities and gold as the correlation between stocks/gold and the federal reserve balance sheet is a fact.