SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: GST who wrote (48214)12/27/2005 10:41:50 AM
From: John Vosilla  Read Replies (2) | Respond to of 110194
 
"It is almost impossible to imagine a future for the dollar that is anything but down"

What about a scenario where the fed funds stays flat like it is today for an extended period of time, other economies weaken with a slowdown by the US consumer, only a crack in housing in the most frothy areas and US lead capital investment rises from the ashes?



To: GST who wrote (48214)12/27/2005 8:24:19 PM
From: TobagoJack  Read Replies (2) | Respond to of 110194
 
<<It is almost impossible to imagine a future for the dollar that is anything but down>>

... an Israeli attack on Iran may boost the Dollar on safe haven rush for sometime as it destablizes Saudi Arabia and entire region that produces oil, and this is an almost inevitable event as current trend line extends

... a US withdraw from Iraq may do the same, that is destabilize Saudi Arabia, and forcing Israel's hand in the matter of Iran, and this too is an almost inevitable event as current trend line extends

both of above takes assumes that Israel cannot 'afford' to take a chance on Iran sporting nukes, which one supposes can be within 5-8 years, and so the Dollar may be relatively safe for at least that period

... so, perhaps Canadian energy would be a good core hold, always, and negativity toward the Dollar must be tempered, measured, paced, and watch & briefed

... gold ought to continue its upward move against the Dollar, since the move to gold historically always indicated approaching emergencies, spiking into the clear and present arrival of such emergencies

chugs, j