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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?


To: yard_man who wrote (2630)3/21/2004 10:44:10 PM
From: mishedlo  Read Replies (3) | Respond to of 116555
 
No, if the dollar is really going to rally big time -- you don't want gold and Russell doesn't answer why the USD went down in the first place -- esp against the Euro


I had that view but am now looking for the disconnect.
I think it will happen soon.
One more smackdown on euro cut perhaps then up up and away is my current thinking. More so for gold than the miners.

Let me add that the LAST cvombination anyone expects is
1) rising gold
2) rising US$
3) sinking stock market
4) rising eurodollars
5) sinking treasuries (rising yield)

If ANYONE expects that combination please raise your hand!
I will settle of of court for the first 4. I doubt many think that is possible. I do.
Mish

M