Longer-Term Market Trends Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Longer-Term Market Trends

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ItsAllCyclical who wrote (1200)	7/2/2008 11:46:12 AM
From: AllansAlias	Read Replies (3) of 3209

Early days yet, but... What I have thought over the last couple of months was the following: 1) Equity indices down 2) Gold would stay in down trend for a while yet -- into at least late summer 3) Recession starts to bite. Folks finally give up on the silliness that "emerging markets" are a no-lose bet. 4) Crude would eventually back-off, giving equities a s-t lift, BUT... soon after, the realization that the slow down is more than just the US would begin to hit and equities would roll over. 5) Dollar up eventually in a big rise -- "big" relative to what we have seen last few years -- an actual decent rally. This helps crude and other commodity prices, but hurts exports. 6) More bad news will come out of the credit bubble deflating. It just has to. I dunno how much it has unwound yet in the really big picture, but it ain't more than a third I figure. -------------------------- The transports do not look good here. They have not looked good for a couple of weeks. Coal is rolling over here as well. They are surely related, given the recent great business in moving coal for export.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next