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Strategies & Market Trends : Strictly: Drilling II
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To: SliderOnTheBlack who wrote (15754)7/15/2002 1:23:21 PM
From: Jim Willie CB  Read Replies (1) of 36161
 
the Fed can only encourage greater dollar printing
so far the MZM is rising only gradually since spring
unwillingness by borrowers to go deeper into debt

Richard Russell points out that Dow Utility index is falling
he regards this as a dire debt meltdown signal

I agree with Gross of Pimco also
they are so sharp

but Puplava's Perfect Storm is unfolding on schedule
I expect the monetary expansion stimulus to end up not where GreenPrint expects
it will go to the commodity markets
the CRB Index is now showing nice U-shaped Cup&Handle bull pattern

with paper assets in decline
and gold leading the pack of commodities, the onliest cautionary signal out there is the decline of OSX
crude oil is showing a possible rise upcoming with its daily stochastix on the commodity, not the OIX

I look for Puplava's scenario to continue to unfold
the inflation will arrive in the cash markets -- commodities
while debt collapse and corruption weigh down and encourage further deflation in the credit influenced paper assets markets

I dont think corporate earnings are much of an issue now
sure, growing earning would help
but they wouldnt be believed
the next corruption/ debt melt is only days away
we should see a new profit margin pinch soon
the next downleg for the USdollar has begun
it will bring with it tighter profit margins in many sectors

exit of Barrick and PlacerDome will rough up XAU for days
/ jim
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