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: Joe Stocks who wrote (89362)	12/4/2007 9:12:29 AM
From: westpacific	Read Replies (1) of 110194

Flight to safety, do not buy that, have you watched the MLPs - they have been sold off like no today with yields in the 6 to 12% range. Energy prices going up but so are costs to produce it with 100 Oil! Myself holding about 20% of my assets in this sector - MLPs. Although I am watching for a top in Oil, anything above 60 to 65 I still like this sector. Also Utilities hammered in 2001/2002...... I see market strength in that there is still plenty of money moving around.......when we see the real tank, they will all be sold down and hard. Looking for signs of the REAL market topping process over, I see this as one more sign we are many months away from that yet. Yes, no doubt we are seeing buying into dividend payors and that has a net effect. Still I see no near term weakness in this market, FED will cut this month again. We are no doubt heading into hard times, but I do not see that until well into 2008, including being reflected in the markets. Just trying to keep an open mind right now..... When it is not backed by gold, they can keep this game up longer than one thinks! They have to keep the inflation heat on....and my inflation indicator moved back to deflation as of yesterday. Can you say rate cut, 100% in the cards now. West

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