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

To: Knighty Tin who wrote (6511)	5/17/2004 12:27:39 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

Heinz on gold Date: Mon May 17 2004 10:40 trotsky (frustrated@dollar/XAU relationship) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i actually disagree, on the grounds that gold stocks tend to lead gold, while gold tends to lead the dollar. when reactions occur in coincident fashion, as they have recently done ( i.e., gold and gold stocks only 'react' by popping when the dollar has a weak day ) , then the foundation of the moves is not solid. btw., i didn't care so much about the 'good' CoT report...it's fine that the specs have liquidated long positions, but i don't want to see them adding a lot to shorts. that would signify an important psychological change in the market, from wanting to play it to the upside to beginning to play the downside. of course one week's report isn't the end of the world.

To: Knighty Tin who wrote (6511)	5/17/2004 2:08:11 PM
From: TraderC	Read Replies (1) \| Respond to of 116555

I believe the Chinese are VERY serious this time. They are not going to let Mr. Chen do his independence trick before the 2008 Olympics. While Americans are being tied up in Iraq, this maybe be China's best opportunity to confront Taiwan, militarily. This is their chance to teach Taiwan a lesson. Forty years ago, China used the Cuban missile crisis to confront India over disputed lands. Neither US nor USSR could intervene. The parallel today couldn't be more similar. This is a red alert.