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

To: ild who wrote (21216)	11/2/2004 1:10:06 PM
From: ild	Read Replies (2) \| Respond to of 110194

Date: Tue Nov 02 2004 11:54 trotsky (Winston, 11:21) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved "On robnoel's current live interview, Al Martin just stated: 'Kerry people have said their regime would have a soft dollar policy--it would be forced on them by current imbalances in the system...'" Al Martin may have misheard. Bob Rubin strikes me as a spokesman for the likely future Kerry stance on the dollar, and more importantly, the deficit, and when i heard him talk a week ago, he was clearly pining for budget surpluses and a strong dollar. imo a Kerry win would lead many people to mistakenly believe that it would be bad for the dollar an good for gold, but the opposite is imo true. there hasn't been a better 'gold president' than Bush in ages. Date: Tue Nov 02 2004 12:50 trotsky (pm stock money flows) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i detect a slight short term improvement - still negative overall ( i.e. the cumulative flows ) , but they have begun to improve immediately after the PoG got whacked down to its day lows.