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

To: russwinter who wrote (20077)	10/17/2004 11:49:12 AM
From: jrhana	Read Replies (1) \| Respond to of 110194

What happens to real estate in an out of control crack up boom?

To: russwinter who wrote (20077)	10/17/2004 12:08:23 PM
From: philv	Read Replies (2) \| Respond to of 110194

It is a pleasure and educational to read this thread and your well reasoned thoughts, and I include Mish as well. Your constant examining of your position and amazement at the power of the establishment to skew the facts and avoid responsibility for their actions equal mine. Who knows what tricks they can still employ. This is a different age, a circle has long been drawn where all economies are involved and linked together. Support for the economic system, dominated by the US dollar is world-wide, and shows no sign of dissension, cheered on by big business and shills. I fully expect a miracle to occur, with the result that the price of oil will drop dramatically taking gold with it. Just before the Presidential election. Call me cynical, or maybe just battle scarred. This economy is like a big ship, full of confusion, constantly being repaired, still heading for the rocks, but the captain and crew aren't worried. They claim they will be able to change course in time even though the rudder seems stuck for now. Who are you gonna believe, the captain or the passengers?

To: russwinter who wrote (20077)	10/17/2004 12:11:59 PM
From: stevenallen	Read Replies (1) \| Respond to of 110194

Russ, I have about 20% of my port sitting in TIP, a Lehman Ishares ETF of inflation protected US treasury notes. Although I'm only up a few percent since I entered this spring, it pays almost 5% dividend, which is fine by me. I was wondering what you and others think about TIPs at this juncture. I'm hoping that the TIPs, along with about 30% of my port in PMs (and I thank all here for there great advice in that regard) should be a good base to face whatever comes ahead, particulary a decling USD and possible inflation. This leaves me about half of my port to dabble in swing trades, stem cell plays - to be sold prior to or just after the election, and core shorts (mostly homebuilders, mortgage, crap retail and bloated tech), as is my want.