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Strategies & Market Trends : US Inflation and What To Do About It

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To: RetiredNow who wrote (16)4/27/2010 4:10:12 PM
From: Paxb2u  Read Replies (1) of 1504
 
I have no idea when this will unravel. But it will. Take today. The $ is up (cause of Greece and others to come, the equity mkts are down, treasuries (10 yr) up big(flight to safety)and gold up. The fact that gold is beginning to disconnect from the $ indicates to me that there is more fear in these mkts than is being told. It appears as though there is a greater fear of continued deflation than inflation. However, there is so much manipulation in all these mkts today, its very difficult to tell what is going on.

I have had an SPX short (via SPXU)open since last week to hedge any holdings I have, which is not very much. I am, and have been 85% cash & gold since Jan. I am up about 2% since then on my entire port. I like that since I've only have risk to about 15% of my portfolio.

I believe that Greece has some interest payments due by mid May. If this is not resolved by that time, in my opinion this could start the domino affect throughout the globe cause the FED cannot lower our short term interest rates below zero. How do we continue to feed the Monster ? Have to print! Peace
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