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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (1291)	10/24/2005 11:31:51 PM
From: Taikun	Read Replies (1) \| Respond to of 217840

Thanks, I will have to read that one. Speaking of fools (or geniuses, as the case may be), I see the Dollar Down on successor to Al Burn & Kaput. Now we have BB (Bubble Bubble) coming in. He's an 'inflation-fighter' (White House spin that will be bought by the average American), but in reality that could be an economy killer. I am getting more bullish on USD and think this initial move was a head fake. During his two years at the Fed, Mr Bernanke has proved himself to be an effective communicator. He has been an advocate of transparency in policymaking at the Fed. A keen supporter of inflation targeting, Mr Bernanke's influence lay behind the decision this year for the Fed to start providing two-year inflation forecasts, to help guide market expectations on the central bank's objectives. news.ft.com BUT, Mish doesn't buy it: Some ideas are just too stupid to not comment on. Hyping $Ben Bernanke as an inflation fighter is one of those ideas safehaven.com I WOULD NOT bet against the White HOuse being able to spin BB as an inflation-fghter. I think you, Bill Cara and I may have the same feelings on the crowd. The crowd seems to be heading (beheading?) for reinflation industries (AKA next bubbles) in commodities. Cara is telling today: I’d like to join the crowd. It feels like maybe it’s a good time. But after a lifetime of trading, it’s the long time that interests me. I’m staying out of this rally until the weight of the evidence indicates the rally will be a long one. billcara.com And then there is the broad market rally that I believe is being manufactured by people who are in deep doo-doo. I’ll be surprised if there is any substance to this rally. billcara.com My problem is do I buy equities and bonds now if prices are going lower and yields higher? I really don’t want to use my ammunition now, and then get stuck with negative returns for a year or more. Moreover, if that scenario plays out, my performance after the eventual cycle bottom would be significantly less than possible, or than I expect to earn for myself. billcara.com