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

To: NOW who wrote (13505)	5/8/2004 5:11:18 PM
From: russwinter	Read Replies (2) \| Respond to of 110194

With barely over 300,000 MT Cu in inventory and the current drawdown at 75,000 a month, I just feel as long as there isn't an immediate sudden dramatic worldwide economic contraction (negative 5% GDP variety) in the next one month, two months tops, I will get my price rationing parabolic Red Dog Train Wreck move (). Beyond that I don't really care. If anybody has Randall Forsyth's Barron's editorial please post the part that discusses Trey Reik's view on gold, the boxed in Fed, debt monetization, how the carry trades are still alive and well, and new the bubbles. He even uses the term "crack-up boom". This is a VERY timely read especially after this new debt monetizing development. Message 20108456 Also if anybody spots new items relating to the these Fed bond purchases please post. () BTW, this is not something I want or wish for, it's simply cold, hard reality as oppose to "Trust of Hope over Experience" (TOHOEism), and one has to react, prepare for it. Fuck TOHOEism I say.