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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum
GLD 371.65-1.1%4:00 PM EST
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To: carranza2 who wrote (70855)2/4/2011 11:00:25 PM
From: TobagoJack  Read Replies (1) of 217836
 
i find all of michael lewis's reads as enjoyable as woody allen's writes - plain and just funny, both artists

in the mean time, just in in-tray

From: C
Sent: Sat, February 5, 2011 11:35:07 AM
Subject:

I note 2 new highs in my tracking portfolio last night. A global foodstuff trader, ADM … and Platinum. Recent highs in my portfolio have also included some N American domestic oil plays.

I also note that my small test foray into long bonds only a couple of weeks ago is now loss making at 4.8% from my toe dipping at 4.5% yield level. This worries me, though I want to see where this leads and I can start locking in higher interest rates. The long term charts on the 10-yr show that we are seeing a break-out. What happens if the break out continues? INFLATION HEDGES GO HIGHER?

It is clear to my untrained eye:

1) The relation of 10yr to 2yr is artificial (chart encl)
2) 10yr and 30yr are breaking their long term resistance, more so the 30, but 10 looks like broken short term (Charts)
3) Long term yields are rising, inflation is rising
4) The Feds can’t handle fly away interest rates (what will they do if this wagon runs away?)
5) The middle east and developing parts of world won’t like run away food prices
6) Transport costs for bulk shipping are dirt cheap again with BDI at 1000 level

What do I do:

1) Watch to see if and how US rates go higher
2) Leave my gold untouched
3) Leave my platinum untouched
4) Leave my agri plays untouched
5) Leave my N America oil plays untouched
6) Hold off buying more higher yield shares for now unless payouts rise with or more than inflation
7) …

Good inflation hedge ideas welcome

Regards and gongxi facai
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