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To: Rarebird who wrote (21338)9/18/2006 11:58:46 AM
From: loantech  Respond to of 78420
 
Rarebird thank you very much for your perspectives.



To: Rarebird who wrote (21338)9/18/2006 12:28:40 PM
From: John McCarthy  Respond to of 78420
 
Hi Rarebird

great post

I'm gonna have to 'ride out' the downturn
you see coming ....

and sure, that could be a very dumb idea
on my part ....

if I summed it all up ....

the underlying thesis is that the Fed will have to reflate
again as we head towards recession/stagflation/whatever
and this reflating will *up-right* the current inverted
yield curve, increase economic expansion, and uptick inflation

which is bad for the dollar and good for gold ...

regards,
John