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

To: gregor_us who wrote (12844)	4/29/2004 10:53:06 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

<Darffot and I are betting that oil is money.> I agree in principle. I tend to look at areas where I feel cognoscenti (and elephant spec funds) are the most offside on the playbooks they run with. We will get more clues when the COTs come out this Friday and next. Are they actually short something in a crack-up boom environment? I suspect so. In terms of flucht in die sachwerte plays it's metals right now. If you followed my commentary late last year, it was energy then much more so than PMs. Shifting sentiment and shifting sands. <irrational perma-bull bias towards gold> I'm agnostic, and always try and remind myself that the yellow dog, gold, doesn't know I own it. On the red metal, here's what the so called "China slowdown" has looked like on the draw-down over the last five days: 4-21 LME: 160,300 Comex: 188,409= 348,709 4-28: 153,450 175,807= 329,257