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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (656)	9/10/2003 8:09:11 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

Terrific presentation of the big picture. I agree with about 95% of it. But, I'm departing some from that script in the intermediate term, as I think the precious metal, commodity sector might be subjected to a pretty nasty speculator liquidation (bull market correction). And if I'm wrong? Oh well, I've been in the gold/commodity plays for all the 500% run over the last three years, and maybe it's someone else's turn? My current posture is to stay long energy, and I'm now heavily short bubble stocks (financials, retail, and tech, including internet via HHH). I have half of a great corn futures trade intact pending the USDA report on Thursday. If the commodity bull market keeps running, then by my logic the next parabolic move will be in energy (now in a nice steady basing uptrend) not gold stocks (parabolic). Through yesterday I've distributed into trhe parabolia about 85-90% of my oversized PM bet from March. If you haven't read my rationale, I've posted them at the PM page starting here. Also read 19391, 19473, and 19474: Message 19259450

To: Jim Willie CB who wrote (656)	9/10/2003 11:10:19 AM
From: mishedlo	Read Replies (2) \| Respond to of 110194

Mike Norman from realmoney. Gold Double Top? 9/10/03 08:48 AM ET "Chartist Alert!! Gold's failure (so far) at $384.8 yesterday, combined with what looks to be a looming double top on weekly charts, and HUGE long speculative open interest in gold futures. This could be it. If yesterday's high stands, and gold trades lower, more technically oriented futures funds will start selling. Short and hanging in there."

To: Jim Willie CB who wrote (656)	9/10/2003 11:07:09 PM
From: yard_man	Read Replies (1) \| Respond to of 110194

>>Stocks could rise, but a falling US$ means stocks will fall in real value<< nice I've been saying that for a little while -- I don't know if we get a bout of hyper-inflation or not, but if we do I think it will be short-lived. then stocks will go down.