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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: isopatch who wrote (5063)	12/7/2001 4:10:08 PM
From: Crimson Ghost	Read Replies (1) \| Respond to of 36161

Inflationary pressures indeed are low right now. But the bond market seems to be saying that inflation will pick up sharply next year in the wake of easy Al's monetary orgy.

To: isopatch who wrote (5063)	12/7/2001 5:02:13 PM
From: t4texas	Read Replies (1) \| Respond to of 36161

bonds speaking volumes about dollar future? i have stretched my brain the past few weeks about 10 year and 30 year bond futures cratering and breaking good support levels. the message to me from the bond futures is that the dollar is going to get much weaker sometime in the not too distant future (contrary to kudlow's thinking that the economy is getting good and short rates don't need to be lowered anymore). hard assests/commodities can rise then not due to a better economy but due to dollar weakness. i don't think demand for commodities will crater anymore than they have already cratered. so commodities are going to be where some good money can be made (dollarwise). of course gold miners will do very well. i increased my gold miners this week and unloaded my coppers (but not fcx). i Hope i can get back in the coppers on a nice pullback in the next weeks. still hoping to get into nrd too frank. also for no reason that i understand tk has done well since i picked some up last week.

To: isopatch who wrote (5063)	12/7/2001 6:58:15 PM
From: Roebear	Read Replies (1) \| Respond to of 36161

isopatch, Looks like the New Paradigm Economy is indeed something novel. But not the Paradigm most Marketeers thought three years ago or even six months ago. Including Mr Greenspan, perhaps? Have to admit the various signals are very confused and I am taking my time with the cypher for this economic puzzle. Those that think they know this one "cold" may be surprised, and I don't like surprises, so I'm going to admit that right now I don't know, ggg. Makes for a very entertaining market, best viewed as a spectator rather than a speculator. Staying largely cash for now. Best Regards, Roebear