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Gold/Mining/Energy : Precious and Base Metal Investing -- Ignore unavailable to you. Want to Upgrade?

To: Louis V. Lambrecht who wrote (11326)	5/21/2003 7:17:38 PM
From: jrhana	Read Replies (1) \| Respond to of 39344

<increased money supply creates inflation, not the opposite. Hard to reconciliate with the longwaves Winter.> Inflation is all around Fundamental to this nuclear winter scenario (or halucinatory nightmare) is an imminent crash in real estate. It ain't happening in the two areas I am familiar with Miami and Wahington D.C. (Georgetown) People are hunting for houses-find something they like and before you can even present a contract it's sold. Those cheap dollars IMHO Everybody rips real estate but in anything approaching an inflationary storm (even a zephyr) real estate does not crash but rather is a salvation. Who knows when the fat lady sings-I think years down the road: when the times create the second coming of Volker. A man will come and say the hell with this-you want a viable country you need a viable currency Whne somebody sights that man approaching, please let us know, that's when the gold and real estate bulls will be over. Just like the last time with the first Volker. But that may not even be in this decade. Short term who knows?

To: Louis V. Lambrecht who wrote (11326)	5/21/2003 7:19:44 PM
From: russwinter	Read Replies (1) \| Respond to of 39344

The Eurodollar of course represents a chunk of the USD slopping around the world, that finds it's way into banks. In places like Japan or India they are still called Eurodollars I believe. Here's a definition: marketvolume.com So it's on interest paid by foreign banks on USD CD deposits. Actually today the Sept, 03 Eurodollar fell from 98.97 to 98.89, or inversely the yield went from 1.03% to 1.11%. Maybe we will see some linkage as the USD basket was up 0.28 to 93.68. Something to keep an eye on, as foreigners may require a higher return than 1.1% to hold depreciating dollars? mrci.com