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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (20621)1/6/2005 5:17:34 PM
From: Knighty Tin  Read Replies (3) | Respond to of 116555
 
The Daily Reckoning is a hoot today. They have a great article by Nassim Taleb, then a wacko one with Arch Crawford.



To: mishedlo who wrote (20621)1/6/2005 5:46:55 PM
From: loantech  Read Replies (1) | Respond to of 116555
 
Hi Mish,
<As for a big move up in gold, Heinz does not see it until the yield curve stops flattening>

When is your best guess on when that might be?
Tom



To: mishedlo who wrote (20621)1/7/2005 12:35:51 PM
From: JMK1  Read Replies (4) | Respond to of 116555
 
Read Heinz's blog on the Rand.
As for a big move up in gold, Heinz does not see it until the yield curve stops flattening.

Does that mean that he sees Gold rally when treasuries start dropping? Because your opinion seems to be different.

The problem with this idea is that gold tends to be positively correlated to treasuries not negatively

Could you clarify that for me?
BTW, great board - very educational


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