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


To: Raymond Duray who wrote (10683)3/22/2004 11:36:53 PM
From: Elizabeth Andrews  Read Replies (2) | Respond to of 110194
 
You're concerns are mine as well but the Bush team inherited a very leaky boat with few pumps. The debt issue is huge and the resolve of the government can't stop the plunge as the public sees housing as the cheapest way to invest right now. Interest rates are going lower.

These are very troubled times and if nothing else you have to maintain a nimble portfolio that can be liquidated and re-deployed as things change and change rapidly they will. The demographics favor commodities especially base metals but I'm prepared to change in a moment.

Lot's more to talk about on this but it is bed time as I have an early with the doctor.

Liz