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

To: russwinter who wrote (76174)	12/20/2006 10:06:01 AM
From: Real Man	Read Replies (1) \| Respond to of 110194

Thanks! "Pull the plug" stage would mean higher rates, lower stocks, lower oil, and lower gold, higher USD, if I understand it correctly? It seems hard to imagine that the dollar could go up with all this USD-denominated debt getting not paid, if only briefly. Your take on oil and gold has been negative during past year. I wonder if that's changed, given all the repeated coupon passes from the Fed. I simply can't see this Fed stopping monetarization. That's what confusing me. Higher yen vs dollar seems also part of your equation. However, in 1999 gold skyrocketed with the yen. Given the reckless behavior of the Fed, it is hard for me to envision a scenario in which the dollar is not destroyed.

To: russwinter who wrote (76174)	12/20/2006 11:15:23 AM
From: CalculatedRisk	Respond to of 110194

FedEx profit and outlook disappoint biz.yahoo.com Excerpt on volumes: In a statement, however, Chief Executive Officer Fred Smith was upbeat on the company's performance during the important holiday season. "Package volumes are solid this holiday season, and we see continued global economic growth in 2007," he said