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.

Gold/Mining/Energy : Athlone Minerals Ltd. -- Ignore unavailable to you. Want to Upgrade?

To: ggamer who wrote (9)	2/23/2004 6:04:40 PM
From: Jim Willie CB	Respond to of 30

real big shakeout with USDollar, JYen, and some with gold this seems to me to be the middle innings of the annual February selloff we get them in Feb and August (sometimes mid-July) the dollar index DXY=85 has provided the basis for a double bottom serious bounce this was expected last month many (incorrectly, I believe) expect the USDollar to find its balance and equilibrium here I do not for the US$ to use DXY=85 as a LT foundation, we need to see remedy to the following: - trade gap with Asia - job and wage growth - progress on federal budget balance I believe we get none of these in 2004 instead, I expect we get trade war with China followed by their retaliation in the USTrez arena which causes havoc with LT rates / jim

To: ggamer who wrote (9)	2/23/2004 6:04:40 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 30

real big shakeout with USDollar, JYen, and some with gold this seems to me to be the middle innings of the annual February selloff we get them in Feb and August (sometimes mid-July) of course, huge oppty with both ATH and CDU I expect each of them to approach C$10 by year end each has monstrous fundamentals building up the dollar index DXY=85 has provided the basis for a double bottom serious bounce this was expected last month many (incorrectly, I believe) expect the USDollar to find its balance and equilibrium here I do not for the US$ to use DXY=85 as a LT foundation, we need to see remedy to the following: - huge trade gap with Asia - nonexistent job and wage growth - federal budget deficit I believe we get none of these in 2004 instead, I expect we get trade war with China followed by their retaliation in the USTrez arena which causes havoc with LT rates, and accelerates the US$ Decline / jim