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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Secret_Agent_Man who wrote (47253)	3/11/2004 9:27:44 AM
From: TobagoJack	Read Replies (2) \| Respond to of 74559

Hello C4T, <<the dollar loooks to have put in a temp top, futes in the can as I type, and gold not able to catch a bid yet?- If we sell and buy the dollar what does that say about the equity mkts over here>> ... this could be one out of many explanations Message 19902936 <<or was that a HK specific call or a general call?>> ... general call for caution <<we know cash is king_g but Gold is Money->> ... yes, but the leveraged community cannot pay back the banker with gold, only cash, and if they borrowed USD, then only with USD. I still remember the ferocity with which the Yen zipped to 85 when everyone and his dog thought Japan was doomed for all of eternity and for after the end of eternity. The Dollar Up Everything Else Down ("DUEED") interim script is a theory, but one with merit and so I am taking it seriously. After all, the USD is the least favored asset class right now, like gold was in 1999, and equity was in 1982, at least for a moment, but perhaps a crucial moment. When a leveraged fund blows up, it only hurts for a moment, and in trying to save themselves, the funds may all run for the same exit at the same time, and reach for the same exit handle, USD cash, at the same crucial moment. I am comfortable with the idea that the USD will continue to droop after perking up, but the perk could be as ferocious as was the Nasdaq perk last year. signed, equally perplexed, concerned, alert, perhaps foolishly, out on money rock, next to freedom mountain J

To: Secret_Agent_Man who wrote (47253)	4/22/2004 6:50:57 AM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello CT4, Given this Message 19903322 , although I lightened up, I am still hurting, and I am guessing that you are no longer <<perplexed in the heartland>> I am now down 2% for the year. I am down 6% if counting from peak in happy late January. The current storm may last awhile, before we revert to our regular programming of GUDD. Yes, GUDD is still the regular programming, I believe. J