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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 (21217)	11/2/2004 1:24:57 PM
From: Crimson Ghost	Respond to of 110194

Trotsky right re: Kerry and the dollar. I would add though that a "strong dollar' has quite a different meaning today than it did in the 1990s. There is no way the hugely unbalanced US economy can support the kind of "strong dollar" we saw under Clinton. A somewhat stronger dollar for a time is the best they will be able to pull off IMHO.

To: ild who wrote (21217)	11/2/2004 2:16:01 PM
From: ild	Read Replies (1) \| Respond to of 110194

Date: Tue Nov 02 2004 13:40 trotsky (Mooney@crude) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved congrats on the timely spotting of the correction in crude - but i think it's just testing the previous break-out over $49-$50...for reasons previously discussed ( i.e. the slight net speculative short position which is mostly accounted for by small traders ) . that said, the medium term fundamentals are bound to deteriorate the more of the temporarily lost Gulf production comes back online. i also note a complete lack of cold winter weather thus far - in contrast to various forecasts that were made in recent months. but the market remains tight for other, more important reasons, namely strong demand growth coinciding with more and more depletion in major producing regions - that should keep the long term bull market intact, regardless of short to medium term gyrations, at least until the world relapses into synchronized recession.