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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: ild who wrote (49803)1/17/2006 12:04:42 AM
From: Richard D  Read Replies (1) of 110194
 
Nice article.

Here's an important piece of the puzzle written by Marty Feldstein, Harvard Economist, and all around sober company man (considered for Fed Chairman.):

delong.typepad.com

The article appeared in the Financial Times a week or so ago. He is definitely a dollar bear, as are nearly all the folks on that round table. The best and brightest have basically given up on the dollar. Gold is the inverse play, so it's time to hop aboard. Those round table folks are too embarrassed to mention gold miners, he, he.
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