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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: whitepine who wrote (65766)6/12/2006 10:06:08 PM
From: energyplay  Read Replies (2) of 206092
 
Whitepine - I am thinking that all money market might be the right way to go.

I am getting the sense that the various central banks, including the FED, Europeans, Japan, etc. aren't just trying to drain excess liquidity - they will push until something in the real economy breaks. That breakage might be called an "accident" but it won't be.

I think they want to really reduce commodity prices increases as a possible inflation driver, and crush "inflation expectations".

Is this just tough guy rhetoric, or serious ? I can't tell.

Right now I'm about 1/4 cash, 1/4 bear funds, 1/2 long value stocks - Canroys, undervalued mining stocks, etc.

And I get clipped every day for about 1/2 to 1 %, even with some 2x inverse bear funds.

Looks like I need to cut back my longs.
I think I'll keep the bear funds for now. Thay are all above their 200 day moving averages and heading up...
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