John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Yorikke who wrote (4867)	10/17/2001 9:18:43 AM
From: John Pitera	Read Replies (1) of 33421

Gold stocks have been a beautiful place to have some exposure the past year. The bullish argument is that we're already seeing the glimmer of the coming monetary inflation the will be creating so many more US Dollars, as the FED will have to reinflate us out of this deflationary bubble collapse. It can be paradoxically hard to understand, how an asset hedge like Gold could be looking through the current widespread commodity price deflation, and other deflationary forces, but that's what could be happening. Some market participants see an uncoming Monetary Reflation, coming in the future. The yield curve has undergone a dramatic steepening the past several months, as the long end of the yield curve, has never gotten back down to the March 22nd lows in yield. the Bonds and notes are under selling pressure so far today, something I suggested yesterday. John

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