There are even more than the usual number of moving parts to consider this time around. Which means _the party can end suddenly via some kind of discreet inflation/geopolitics/stock crash...

The weakening dollar may well push Treasury yields higher. That means higher interest rates. The Feds also recently mentioned they will take measures to avoid yield curve inversion, I say good luck. Here comes another QE. Yes, the yield curve is in trouble as well. The yield curve is now the flattest since late 2007, with the flattenig accelerating. The problems usually begin after the yield curve inverts, but we're not there yet. Inverted yield curve, means a pilot fish for stagnation. Some say it may happen as early as this March or April of 2018. I personally think we will have to wait for collapse another two years or so, but we shell see. Sure, inversion could be on the way. However, I dont need that to tell myself which way the wind is blowing, or should I say, which way the hurricane is heading.