The coming US dollar crisis Message Board

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Strategies & Market Trends : The coming US dollar crisis

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To: Real Man who wrote (32964)	12/4/2010 8:44:06 PM
From: carranza2	Read Replies (2) of 71456

The problem with Jesse's otherwise tightly reasoned piece, if there is a problem, is in the way price inflation is measured. Shadow Government Statistics IMO does a wonderful job of puncturing CPI. As far as I'm concerned, neither the Gibson's Paradox/Larry Summers explanation for POG which is based on ultra-low or negative real interest rates or Jessie's correlation of rising POG with rising MZM (M3, actually) are in question so far as explanations for rising POG. Both are valid, IMO. That they both agree is incredibly bullish. Gold is just in an incredible sweet spot. Mid-seniority miners with reliable reserves and reserves in reliable venues and good funding are even better because they are leveraged plays.

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