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


To: glenn_a who wrote (15748)6/23/2004 5:55:49 AM
From: lbs1989  Read Replies (1) | Respond to of 110194
 
Dear Glenn and LT,

I am for example, 90% in P.M. stocks and bullion. 10% in Swiss Fiat.

While a deflationary scenario is possible ala 1929, I think it is going to be more like Weimar Germany. Why? Al and Co. think they learned some lessons from 1929 and will not let it be repeated on their watch.

Best Regards,



To: glenn_a who wrote (15748)6/23/2004 2:42:49 PM
From: loantech  Respond to of 110194
 
Glenn,
I cannot respond as I am on vacation and unable to think. <g> I will let you do the heavy thinking(which I appreciate) and I will do the heavy labor. <g>

I am 100% mining explorers right now. As they are more news driven than economically driven. I hope.

I guess I see inflation coming not deflation as the D word is too scary to everyone. Unless of course it means the banksters get to own everything on the cheap but I doubt that as their loan portfolio would suffer.

Good luck in whatever you choose to invest in.
Tom