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


To: orkrious who wrote (37161)9/14/2005 6:43:48 PM
From: patron_anejo_por_favor  Read Replies (1) | Respond to of 116555
 
>>The gold/dollar relationship is going to change.<<

That's definitely a key. OTOH, gold normally does well with a steep yield curve, while the dollar does better with inversion, so Heinz would argue the opposite (or at least he has been lately arguing the opposite).

Oh well, I've got plenty either way....<G>

Starting to see more and more about coordination of benefits in the Hurricane flood zones, long piece on MSNBC about it yesterday. Clearly most of the PCI's are gonna play hardball on flood damage issues, and there's gonna be a lot of challenges (rightly or wrongly, as we've discussed).