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


To: TobagoJack who wrote (65048)6/30/2006 11:06:02 PM
From: orkrious  Read Replies (1) | Respond to of 110194
 
<<Do you know where I can find a list of the stocks in GDX and the percentage weights?>>... quit fooling around dawdling, just buy, and buy some more

I was just curious about what was in it.

I'm fully loaded, and I haven't sold a share other than repositioning in over a year (96% paper allocation).

Not only did I buy miners on the recent swoon with short profits closed here

Message 22539366

I bought more on margin. I'm "All In." <ng>



To: TobagoJack who wrote (65048)7/2/2006 7:27:10 PM
From: Taikun  Read Replies (3) | Respond to of 110194
 
TJ,

Japan's Fukui under fire. By investing in Murakami's now-tainted fund he broke the rules.

1. Could he be forced to resign. (If so will signal change in Japan's consensus system, will signal credibility problems for BOJ< will mean politicians in control of CB a la Bush-Bernanke, as I'm betting Ben supports midterm elections through policy)

bloomberg.com

2, Even if he doesn't, will this weaken BOJ (Could they be forced to listen to calls there is still deflation by politicians who oppose the raising.

Tanigaki (pretty powerful Finance Minister):
Japan's Deflation Isn't Beaten Yet, Tanigaki Says (Update1)
bloomberg.com

excerpt:

Japan's deflation isn't beaten yet, Finance Minister Sadakazu Tanigaki said, after the government reported consumer prices rose at the fastest pace in eight years.

The Bank of Japan should ensure the world's second-largest economy is completely rid of deflation when it decides policy, Tanigaki said

If 1 and or 2, what implications for Yen carry, hedgies, gold and commodity markets?

Cheers, D