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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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From: UncleBigs7/23/2006 11:11:42 PM
   of 110194
 
from Frank Barbera:

Bottom Line: We believe the stock market is weakening and heading toward a more serious breakdown despite the fact that it may still rally a bit further up in the short term. Bonds look to benefit to a modest degree from any further market weakness, while the Dollar may also be close to resuming its downtrend. As a result, we are potentially upgrading our view of Gold and Gold Stocks and will be looking to buy back recently sold long positions should the market give an indication this week that a bottom is at hand. Going back into Gold related long positions, we may be looking to add in a position in the Gold ETF, and will have more input as events develop.

big change for Frank. he's sounding very bearish on stocks which is a big turnaround from his prior position. he's also calling for a de-coupling of gold from the general equity market.

If I see small cap stocks decline while gold increases even I would become more bullish on gold.
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