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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: ild who wrote (24049)1/4/2005 6:30:03 PM
From: gregor_us  Read Replies (3) of 110194
 
Feels Like a Replay of the Spring 2004 Smackdown

in commodities, and metals, when the Fed first signaled its new intentions. What's different this time is that the gold stocks seem to have in part already anticipated the move, and, the emerging markets have not been smacked like they were back then. Not yet, at least.

I'm sure everyone has their favorite commodity, to use as a lens through which to see all these rolling machinations. I think back to what Coal did last year, bumping and grinding to the dollar, fed policy, oil, the global economy, and speculation. The smackdowns were huge. The buying panics were just as big.

There's a human tendancy to see these first few days of January as extra-special-portents of what's to come for the balance of the year. Well, there's no shortage of voodoo and numerology buzzing about right now--the most common being "The Number 5" as in what stocks do in year's ending in 5.

Best,

LP
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