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Strategies & Market Trends : Ride the Tiger with CD

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To: marcos who wrote (149096)2/26/2009 10:40:23 PM
From: Cogito Ergo Sum  Read Replies (1) of 313662
 
Yes two things ... I'm not bashing gold here... so folks understand.. just being a realist.. I didn't anticipate this rally to be sure.. and was short gold too long.. but think lots that were in, were in because of the inflation idea.. I just happen to think 1) we don't collapse... we grind for what seems like forever.. 2) inflation is a ways a way..

We are in the transition I've believed in and spouted for a long time.. The US is not going away but will not be the only game in town.. It doesn't have to lead us out.. but total decoupling ? No way.. I do look east for leadership... because it will be collateral benefits (as opposed to damage :O) that helps us out of the malaise which is here for a while.. which I still am big on yield... where I think it can be maintained.. Yes I like LB also but own none presently.. Hey I'm from Montréal and as we all know Québec sait faire ;o)

TBS
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