The Epic American Credit and Bond Bubble Laboratory Message Board

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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (4283)	1/2/2004 10:10:00 AM
From: TimbaBear	Read Replies (1) of 110194

I know this is not the standard view, but if you were to use my supply side equilibrium theory (as opposed to optimum) then the key currencies to focus on would be a basket of precious metal producer nations such as South Africa, Australia, US, Canada, Russia and Mexico. The demand side would be the USD, Yen, Euro, Indian Rupee, the Yuan, etc. In your construct a couple of questions arise for me: 1). I notice that the US is on both sides of the equation (I know that reality is not often "clean") and I wonder, given the size of the US & USD relative to the other components how much that serves to skew things?; 2). Are your supply-side entries somehow weighted toward percentage of proven and recoverable reserves, or fiscal rigor, or in any way? Timba

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