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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 (24116)	1/6/2005 11:56:24 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

The Fed is mounting a token bluff & bluster USD defense, but also backed up with about a three week hiatus of giving the printing presses a rest. So just depends on if you think this lasts. Last time I looked they still have a $1.2 trillion twin deficit to monetize as well as a bond market to manipulate, so there will be severe need for heroin drips coming soon enough. One of the Land of Oz lies you have to watch for is a bogus strong economic number (keeps USD propped) accompanied by a new round of monetizing and money printing under the smokescreen. I'm keying on the first big ($800 billion plus) coupon pass, and I will triple down my first smaller GLD bet, and maybe try to get some 6.50 or 6.40 March puts written on silver. I'm just picking off and adding to my juniors (more GBN, MRB, MFN (good Si exposure), MNG, CLG, ANO today) on downticks. I feel this the best set-up for them since the spring of 02.