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Strategies & Market Trends : Waiting for the big Kahuna
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To: Bid Buster who wrote (74860)3/9/2007 2:37:41 PM
From: Real Man  Read Replies (1) of 94695
 
I think we might just have a painful, deflationary ride down
in all asset classes this year, including gold, the main
reason being credit defaults.

As overpriced
as they are, LT treasury bonds will likely benefit from it.
Spreads will skyrocket, though, and so will VIX.
But we'll have to see - the Fed does have the printing press,
and a lot of market variables are sure determined by their
policies and direct manipulation. They will use it, as
they have been, although it may prove to be
not that useful at first - the amount printed will need
to be sharply higher. Later on, gold will be on fire.

I think this world may have forgotten all about deflation
in the past 4 years or so.

Now, that will cause a big rally now, for sure -ggg-
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