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

To: pater tenebrarum who wrote (5326)	12/13/2001 4:12:44 PM
From: Crimson Ghost	Read Replies (2) \| Respond to of 36161

Gold stocks rebounded from late afternoon losses to close flat. Could been worse, could have been better. What is really disturbing is the bond market. Down again today with the 10-year yielding 5.07% despite a big drop in global stock markets, weak economies world-wide, and a 1.75% funds rate. This is a man bites dog situation IMHO that frankly is starting to scare me. Something RADICALLY WRONG here.

To: pater tenebrarum who wrote (5326)	12/13/2001 4:23:51 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 36161

Heinz, what do you think of the idea, much ballyhooed of late, that Japan will try to significantly devalue the yen as a way of inflating their way out of debt and increasing global competitiveness. i've read they would need to go to 160 JPY/USD at least, and possibly to 200, based on the size of their trade account relative to overall GDP. this view seems quite fashionable of late, although it seems somewhat at odds with the reality of Japan holding so many USD.

To: pater tenebrarum who wrote (5326)	12/13/2001 5:30:04 PM
From: orkrious	Read Replies (1) \| Respond to of 36161

regarding the assets you cite, i like lumber too. it's true that demand will suffer, but lumber's history as an investment is most excellent. it outperforms the S&P over the past 130 years. Heinz, I remember reading this on Grant's Investor several months ago. However, I could not find an investment vehicle. Is there anything you recommend?

To: pater tenebrarum who wrote (5326)	12/13/2001 11:00:22 PM
From: nspolar	Read Replies (1) \| Respond to of 36161

heinz, you made some comments about EU productivity vs US. I worked in Europe from 91 thru 98, and the productivity in my area of application was a pleasant surprise. IMHO they may outpace the US in many areas, in terms of productivity. Exactly why I don't know.

To: pater tenebrarum who wrote (5326)	12/17/2001 6:26:56 AM
From: Arik T.G.	Read Replies (1) \| Respond to of 36161

Heinz, I agree wholeheartedly, and what's more important: the charts (the markets) start to agree. Friday's move in Gold made a local higher high after a local lower low, which is bullish. Also Dollar Index has a very ugly chart. Heading straight to the 113 area. Message 16778706 The long bond yield (TYX) double bottomed with the 1998 low, and made a vertical ascent from there. Could be that foreigners are starting to lighten up on US bonds, weakening the USD. There is now a strong case, both economically and practically, against the USD. ATG