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


To: Crimson Ghost who wrote (11528)4/8/2004 2:43:27 PM
From: NOW  Respond to of 110194
 
more than likely, that is why it is called a bull market



To: Crimson Ghost who wrote (11528)4/8/2004 2:51:53 PM
From: loantech  Respond to of 110194
 
You long any gold stocks or will those be crushed also?



To: Crimson Ghost who wrote (11528)4/8/2004 4:29:17 PM
From: mishedlo  Read Replies (1) | Respond to of 110194
 
Marc Faber has been saying the same thing for months. Obviously he was early, but there is going to be a brutal shakeout in commodities and equity markets before long IMHO.

I agree. A brutal headfake actually on a China slowdown.
But I bet China stalls slowed down for less than 1 year. Then we see where oil heads. Heck oil might not even come down but I expect copper, steel, etc to.

M



To: Crimson Ghost who wrote (11528)4/8/2004 4:29:26 PM
From: re3  Respond to of 110194
 
I have his year end roundtable picks from Barrons in front of me and the longs included a few energy picks and coffee and silver...