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Gold/Mining/Energy : Precious and Base Metal Investing
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To: Canuck Dave who wrote (11304)5/21/2003 4:46:34 PM
From: russwinter  Read Replies (2) of 39344
 
<sounds like you're trying to talk yourself into getting more energy stocks.>

No, I talked myself into that three to six months ago at much cheaper prices. I'm loaded to bear, and in a strong hold mode, don't really have any other recommendations than that.

<hedge funds buying the treasuries and shorting the dollar.>

To clarify, I think the hedge guys are shorting the USD, I'm confused about who's buying bonds.

<buying the treasuries and shorting the dollar. I think the more likely source is the Asians desperately trying to maintain the status quo.>

Buying UST and shorting USD would be inconsistent. I would say that my bet is that the Asians sell (or are selling) treasuries/agencies and leave dollar based assets, thus putting downward pressure on the USD, and bond prices. That's my theory about what is likely to happen, but as bond prices aren't being pressured, I wonder if they are active sellers. Who is buying bonds is the question? Maybe hedge funds too as part of their flawed deflation theme?
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