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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 (28558)3/14/2005 7:56:12 AM
From: orkrious  Respond to of 110194
 
Does it? I don't see that.

do you know any happy gold investors, other than those whose portfolios are 100% CKG? base metal stocks and oil are soaring while the HUI is under its high from 15 months ago.

there really aren't any good sentiment measures. the CEF premium is no longer valid since GLD is around.

as I said, it's just a hunch.



To: ild who wrote (28558)3/14/2005 10:01:42 AM
From: ild  Read Replies (2) | Respond to of 110194
 
Global: The China Disconnect

Stephen Roach (New York)

morganstanley.com