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

To: NOW who wrote (22807)	12/3/2004 4:50:40 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

well, his long energy, short housing was half right -- I think the fellow is smart -- don't get me wrong. The market has been completely bonkers for a while and there is more disinformation now than there was in the middle of the tech blowoff in '99, IMO. I think it is almost time to get short stocks in a big way. Autos and retail have sucked for a while -- jobs suck -- they are just fiddling with how bad they suck every month and trying to spin it. This biz about the whole world being short the dollar is nonsense. Currencies don't move like stocks or even bonds -- when folks quit promising us a blistering USD rally (got "chasm of hope") -- then you can raise an eyebrow (Gold will be close to $600 by that time, I'd bet) -- for now the dollar is headed down. The dollar doesn't care about anything except "real" economic data -- the data that isn't reported, except for the trade gap. The USD sees all economic weakness here and discounts the hype from here on, IMO.