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

To: mishedlo who wrote (8701)	2/26/2004 9:48:51 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

I should add to my previous post that I'm largely positioned short stocks and the Eurodollars, with some long PM and energy. So my position doesn't look 3 parts Flucht in die Sachwerte, short 1 part ED. It's still more 2 parts short, 1 part Flucht in die Sachwerte. I agree exactly with your assessment of gold, and would shift more accordingly in that setup. Of course I don't expect Europe to cut, these are politicans sounding off not the CBs. The pressure coming out of Europe will still be on the US to increase.