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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk
SOXL 70.47+0.5%Jan 29 4:00 PM EST

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To: Runomo™ who wrote (49119)12/10/2009 4:46:27 AM
From: Real Man  Read Replies (1) of 208151
 
Yep. It will, and gold moving up is not always a positive like
chiefy thinks. That was my point. The truth is, the credit
bubble was transferred on Government balance sheets, and the
blowup possibility for these balance sheets exists if the
economy does not recover quickly, as we saw in Dubai and
Greece. This does not ALWAYs happen in the context of a
financial crisis, but it happens a lot. And, our gov't is
pretty broke.

ftalphaville.ft.com

Gold is moving up on some printin'. Without it T-bond yields
will rise and US will lose AAA rating. Zat's bad. -g-

In any event, if anything will grow fast, it will be Asia
and emerging markets. BWDIK?

I tend to agree more with DB assessment, but here is
Goldman's for this thread. Note top #2 trade, thou,
and their projection for growth in China. -g-

ftalphaville.ft.com

My personal thought?

QE will be extended beyond March 2010, cause if it ain't,
T-rates will start to rise. Currently, credit crap is
exchanged for treasuries and monetized, and zat's what keeps
the world (and gold) moving. But Zad cud be inflationary -g-
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