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

To: dara who wrote (22809)	12/3/2004 5:22:46 PM
From: yard_man	Respond to of 110194

thanks, dara. re first pt: yes, we all do look for reinforcement for our ideas -- sometimes to our own hurt -- some interesting ideas in that piece I'd like to revisit. Gotta go for now. Thanks for linking.

To: dara who wrote (22809)	12/4/2004 8:18:02 AM
From: russwinter	Read Replies (2) \| Respond to of 110194

<This biz about the whole world being short the dollar is nonsense. > The USD fundamentally appears to most to be a one way bet, and to me a big bet has clearly been made against it. Everybody should be reminded, against what? The Euro, the yuan, the yen, etc, etc. These CBs print even more money out of thin air than the US Fed actually, and are no bargains. It's really a race to the bottom, and I'm really not so sure there is a clear winner, except perhaps gold (which in turn is manipulated), so I question the one way street theory. Maybe the answer is truly is real assets like energy products, grains, metals, especially since they regularly present opportunities based on "synthetic economics" based fund liquidations. Message 20825781