SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Strictly: Drilling II

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: isopatch who wrote (5063)12/7/2001 5:02:13 PM
From: t4texas  Read Replies (1) of 36161
 
bonds speaking volumes about dollar future?

i have stretched my brain the past few weeks about 10 year and 30 year bond futures cratering and breaking good support levels. the message to me from the bond futures is that the dollar is going to get much weaker sometime in the not too distant future (contrary to kudlow's thinking that the economy is getting good and short rates don't need to be lowered anymore). hard assests/commodities can rise then not due to a better economy but due to dollar weakness. i don't think demand for commodities will crater anymore than they have already cratered. so commodities are going to be where some good money can be made (dollarwise). of course gold miners will do very well. i increased my gold miners this week and unloaded my coppers (but not fcx). i Hope i can get back in the coppers on a nice pullback in the next weeks. still hoping to get into nrd too frank. also for no reason that i understand tk has done well since i picked some up last week.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext