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


To: patron_anejo_por_favor who wrote (63381)6/11/2006 9:39:57 PM
From: UncleBigs  Respond to of 110194
 
right. I see the Fed beginning to carve out commodities from overall inflation expectations. I think they embrace peak oil and admit they can't control energy costs through monetary policy.



To: patron_anejo_por_favor who wrote (63381)6/11/2006 10:09:14 PM
From: orkrious  Read Replies (2) | Respond to of 110194
 
They pause for sure on June 26, which should cause the last rally in homies


That's the only reason why people are buying them. The question is, where do they rally from (below here, here, or above here) and how long does the rally last (an hour, a day, or a few days)?

and probably gold before the deluge.

Huh? You think the pause will cause gold to rally and then get spanked?



To: patron_anejo_por_favor who wrote (63381)6/11/2006 11:33:09 PM
From: XBrit  Read Replies (1) | Respond to of 110194
 
I bet there's more than 25 bp to go. I think you've all got Bernanke wrong. I think he's so much less of an obfuscator than Greenspan that nobody has quite realized yet, his words should be taken exactly at face value. He says inflation is a worry, he'll keep raising. He says it seems contained, he'll stop.

I think Fleck is also wrong here.