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To: TheSlowLane who wrote (5034)	2/27/2004 2:47:46 PM
From: yard_man	Read Replies (1) \| Respond to of 312318

there's a fundamental misunderstanding here -- that gold prices will go up with interest rates -- or that gold prices are predominantly tied to inflationary expectations >>And you say “Wait a minute now, gold prices are going down. Why should I want to have a higher weighting?”. The answer is because if this thing unravels, if Japan and China decide what they need to do to create profits among their companies is to move their currencies up, it means that, at least for a while, they’ll stop buying Treasuries. I doubt that they’re just going to start to dump Treasuries, there’s nobody to sell a trillion Treasuries to, but all they have to do is stop buying and the price of gold will go to a new high very fast. <<

To: TheSlowLane who wrote (5034)	2/27/2004 5:31:10 PM
From: NOW	Respond to of 312318

great post thanks

To: TheSlowLane who wrote (5034)	2/27/2004 6:04:33 PM
From: nspolar	Read Replies (1) \| Respond to of 312318

delete eom.

To: TheSlowLane who wrote (5034)	2/28/2004 12:27:11 AM
From: emrs1	Read Replies (2) \| Respond to of 312318

< At some point, perhaps, Japan is going to stop buying Treasuries. Shinto Shihara (?) I talk about him, has come out and denounced Japanese policies on this and saying Japan is becoming a slave to the US. > The person Coxe is referring to is almost certainly Shintaro Ishihara, current (populist) Governor of Tokyo and co-author of "The Japan that Can Say No" sometime in the 1980's I believe. He can be counted upon to say things that are anti-US (it keeps him in office) though this in no way diminishes either the value of the piece you have reproduced here, or your effort in doing so. Many thanks. emrs1