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: Taikun who wrote (30697)	4/15/2005 3:13:53 PM
From: seventh_son	Read Replies (2) of 110194

Taikun, IMO the bubble-type investments like real estate, financial companies, techs, etc, are the exact opposite type of investment of people who invest in gold. Do you see anyone on any of the threads we follow having holdings in real estate speculation, or buying FNM, GM or Citibank? No. If these debt-related investments fall apart, one might think that the sellers will not be liquidating their gold -- with their thinking they wouldn't have any to begin with. On the other hand, after being taught a lesson on the financial sector, a greater allocation of fund wealth may go to the gold sector if only as a hedge. For the first time, it's easy for funds to suddenly jump into gold with the GLD ETF. Also remember again that the value of all gold stocks in the world is something like 120 billion, whereas US mortgage debt increased by about ten times that amount in only the last year. SS

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