The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

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 Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ild who wrote (22655)	11/30/2004 2:06:34 PM
From: ild	Read Replies (3) of 110194

Date: Tue Nov 30 2004 12:49 trotsky (pedro) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved " ( Gold ETF ) ID#227226: ...sucking up funds that might otherwise be going into Gold Stock shares?" the short answer is: no. i don't know of any individuals that have traded one for the other for instance ( does anyone know someone like that? ) and all the ETF seems to have done is bring a new wave of investors on board. as it were, the rationale for buying the gold ETF is by and large not the same as that for buying pm stocks. i suspect the ETF is used by many institutions as a portfolio diversifier to lower risk profiles and overall portfolio volatility. the ETF is an ideal vehicle for that - much more suitable than pm stocks. they have a different audience with largely different goals. Date: Tue Nov 30 2004 12:24 trotsky (dan) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved "if you're eager to buy treasuries at low yields thinking the housing bubble will reflate..." this is not what i said - i said the opposite. i think bonds will be a buy because the housing bubble is doomed to collapse, not because i think it's going to 'reflate'. Date: Tue Nov 30 2004 12:12 trotsky (mini-miner, 10:46) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved " today's GDP number is good news for all Americans," Snow said. " it would be more accurate to say: "today's GDP number is as meaningless as those that came before it...if you back out the effects of the statistical tricks invented since 1980, GDP growth would really be at 0.9%, which obviously is very bad news for all Americans."

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next