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: CalculatedRisk who wrote (67043)	7/29/2006 1:37:23 AM
From: mishedlo	Read Replies (2) of 110194

Thanks Too bad it does not go back to 1980 Nonetheless I see little correlation between that chart and the price of gold. I see no correlation whatsoever between the price of gold and the 30 yr long bond since 1980. since gold is not is not tracking those what is it tracking? The only thing that I can see that it is tracking is the K-Cycle that suggests gold will get smashed in disinflation (which we had for 20 years or so), then rally into deflation. Of course we have not have deflation yet, but we did have one doozie of a "false spring". Gold did respond to the liquidity surge (interest rates cut to 1%) but so did everything else. One can not cherry pick the last 3 years ignoring 23 years and say there is some sort of corelation between gold and treasuries or "inflation expectations". Mish

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