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

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To: mishedlo who wrote (8516)	2/23/2004 10:30:14 PM
From: ItsAllCyclical	Read Replies (2) of 110194

>> If you really think a hike is coming I would advise bailing on gold right now << Don Hays had some very good analysis last week saying otherwise. His basic argument is that the Fed is already too late in raising rates and given the inflation data both gold and rates should be rising now. His thinks the current action of hitting gold because of high CPI #'s (helping the Dollar due to a rate hike) is irrational and short sighted. FWIW. I agree with his analysis, but I'm not doing it justice. You have to listen to the whole call.

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