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


To: russwinter who wrote (8698)2/26/2004 9:37:16 AM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
ECB rate cuts
Message 19846624

Message 19850713

BTW - gold is reacting exactly as expected
That is why I am on the sidelines
Once the ECB cuts I will look to go long gold big time
Too risky before unless it really really gets hammered here

Mish



To: russwinter who wrote (8698)2/26/2004 10:30:15 AM
From: George Dawson  Respond to of 110194
 
"If you're like me it might be 3 parts gold, energy, real value (*) and 1 part Eurodollar short. Timing is tough and the key, as you can see all the cross current games being played."

If you are a less sophisticated investor like me will gold, bear,and energy funds do?

Thanks



To: russwinter who wrote (8698)2/26/2004 7:38:08 PM
From: patron_anejo_por_favor  Read Replies (2) | Respond to of 110194
 
<<I'm having a hard time picturing bond rallies (from 4.0% 10 UST) in the face of an inflationary shock, but then we live in strange times? What am I missing? Anybody?>>

Chinapenese buying treasuries as fast as you can say "recycled ClownBux"?