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

To: russwinter who wrote (27455)	2/28/2005 10:00:05 PM
From: orkrious	Read Replies (1) \| Respond to of 110194

that DP cumulative PM cash flow is already to 239 after bottoming just under 150. the peak last nov was just over 275, sept 03 was just over 300. we've got a very long way to go

To: russwinter who wrote (27455)	2/28/2005 11:06:33 PM
From: LLCF	Respond to of 110194

<WITHOUT an aggressive Fed monetary response, then I will be willing to consider deflation > This should be interesting and I'm assuming there will be a period {as there always is in a paradigm shift} of uncertainty {understatement}. Here's a simple scenario: Credit spreads widen quickly and sharply, including agencies {FNM problems?}. Then the big question IMO as to what follows is what does the $US do? If it drops and foreigners get skitish then just hold your gold and it's off to the races. If the dollar remains stable... then we have to wait for the fed and I could see gold get pummelled along with equities and bonds. Q: Is it even possible for the $ to remain stable under credit spread 'problems'? DAK