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: NOW who wrote (11325)	4/4/2004 10:09:37 PM
From: russwinter	Read Replies (2) of 110194

Right now the USD is benefiting from the MOP lies about low inflation and job growth. As this gets exposed, and rather quickly I think, the USD could really get routed, and gold might go ballistic. I'd definitely hang on to gold unless there was a high probability the Fed would get aggressive about rate increases. Talk of 25 bps is spit in the wind, will do nothing to stop crack-up boom commodity inflation, especially since speculators can just keep up these negative interest rate carry trades. The late stage miners have already corrected because many are impacted by Train Wreck bottlenecks and high input costs issues, so I'd be inclined to stay with them selectively.

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