Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mishedlo who wrote (3106)	12/10/2003 11:23:30 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 110194

gold and treasurys cannot both rise for much longer I expect severe cross currents in TBonds this winter and spring Fed decision is great for GOLD, and will make for volatile TBonds it means monetary inflation continues unabated commodities will benefit hugely expect an explosive CRB runup, in particular metals energy also in significant fashion TBonds will have to deal with severe cross currents from one side will be anticipated and implied price deflationary winds, since the Fed seems unconcerned about any threat on the horizon those not blessed with much experience or skill will continue to march into bonds, believing the Fed is behind them they will pay no heed to the July bond shock warning signals from other side will be actual realized price inflation, as seen in commodities, metals, and energy, in addition to Asian import price inflation, as well as continued service sector price inflation, rising tax costs, and billowing defense spending excesses the more savvy will embrace bond rallies as selling opps the end result should be the amateurs bidding up TBonds while the professionals sell their long held positions the whiff of price inflation is in the air the Fed is to keep the monetary spigot flowing heavily until they see the "whites of the price inflation eyes" WHEN THEY FINALLY DO, IT WILL BE TOO LATE IN FACT, THEY HAVE POOR STATISTICAL MEASURES TO DETECT IT THEY HAVE POOR DEFINITIONS TO IDENTIFY WHAT THEY EVEN SEE THE FED HAS A LONG HISTORY OF OVERSHOOTING THIS TIME WILL BE NO DIFFERENT THEY OVERSHOT IN TIGHTENING IN 2000, EARNING A STOCK BUST THEY WILL OVERSHOOT IN 2004, EARNING A BOND BUST THIS IS PHENOMENALLY GOOD NEWS FOR GOLD AND FULLY ANTICIPATED HERE I HAVE EXPECTED THE FED TO OVERSHOOT EVER SINCE I BEGAN MY GOLDS IN SPRING 2002 THAT IS THEIR HISTORICAL PATTERN THEY ARE CAUGHT BETWEEN A ROCK AND A HARD PLACE UCK EM, JIM p.s. if inflation evidence arrives, GREAT FOR GOLD !!! (since gold is a true inflation hedge) and if bonds falter from Fed tightening, GREAT FOR GOLD !!! (since an exodus from bonds heads into gold)