SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Lao Ou who wrote (19633)10/8/2004 9:08:11 AM
From: russwinter  Read Replies (2) of 110194
 
The credit bubble lives. Jobs number is a green light for even more inflation, a weak dollar, commodity moves, maladjustments, etc, etc. Metals stocks may very well go parabolic now, volatile high risk period coming, also higher risk as we now come closer to the Train Wreck (economic bust). Asia won't survive $1.70 copper, and $55 oil.

Note: My suggestion was to hedge this kind of whipsaw outcome, by buying out of the money gold calls, nor did I suggest "getting completely out of precious metals", so if you're using my advise, pay attention to such details. I still think the bond market is vulnerable.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext