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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: TH who wrote (96300)	8/15/2008 10:13:38 PM
From: glenn_a	Read Replies (1) of 110194

Thanks for you perspective TH. Pretty much concur on all your points. ((... exits on gold ... it appears that no one but goldbugs or goldbulls has any concern with this)) I'm not so sure about this. While I don't have any data to support this, this has all the feel of a massive hedge fund unwinding, and massive unwinding of bearish USD$ positions, that just drags everything else down with it. I don't really view any of this as supported by the fundamentals of the global financial condition, or the supply-demand fundamentals of precious metals. I thought Adam Hamilton's piece today was great: zealllc.com His thesis is, basically, that IF the gold bull remains intact, then we are today at a fantastic buying opportunity. Of course, as always, that's somewhat of a big IF. So place your bets, and takes your chances. His relative-HUI charts are great BTW. Also, Donald Coxe's institutional client conference call was on the fundamentals of gold today. The CC can be accessed here: events.startcast.com Added to my physical bullion position today, as well as OSK.TO and PLG.TO. Take care, Glenn

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