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To: Tommaso who wrote (156133)3/18/2002 4:12:45 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 436258
 
2004 NEM leaps? I think you'll do fine, but I'm (one of the few) inflationists on the thread. Everyone else thinks we're headed for long bond yields of 3%, if that happens, safe to say that All Gold Holding Clowns Will be Destroyed!<NG>

This is exhibit A in our favor:

stockcharts.com

Exhibit B (could get a convincing breakout tomorrow):

stockcharts.com

Exhibit C

stockcharts.com

If Bubble Boy "wins" and we reinflate, no one wins bigger than the yeller dog and energy plays. If he loses, no one wins bigger than the bond holders (and tech shorters, credit bubble implosion players, etc).

This is all well known by you and everyone who posts here, but I like to throw in a perspective post now and again.