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To: KyrosL who wrote (10)	2/12/2007 9:54:15 AM
From: da_cheif™	Read Replies (2) \| Respond to of 1718

Theres no doubt in my mind that a B wave move to 2000oz gold is under way....the 18 year A wave ending at 255 oz had all the earmarks .....the world wide iflationary economic boom of unparalleled proportions is under way and the dow is in the early stages of discounting all that.....the dow is in the early stages of the epicenteer of primary wave 3 up.....funny thing.....nobody in 2000 noticed that the weekly ad line of the primary market bottomed a 3 wave 2 year decline in march 2000 and has been melting up ever since....

To: KyrosL who wrote (10)	2/12/2007 10:51:30 AM
From: SouthFloridaGuy	Respond to of 1718

As measured by the interest and volume of the ETF, gold appears far from dead at least from an investor interest point of view. Gold as a hedge against monetary inflation isn't a bad bet, whether it manifests into price inflation (which it's not using conventional measures) or not it doesn't matter, because either way it appears to create demand for the metal which is all that counts. It also creates exacerbates demand for "yield", hence the good showing of currencies like BRL and TRY. IMO.

To: KyrosL who wrote (10)	2/12/2007 11:02:28 AM
From: Mike Johnston	Read Replies (2) \| Respond to of 1718

I keep around 2% of the portfolio in precious metals I don't know what the rest of your portfolio looks like, but 2% in gold seems way too low. That small amount will not protect you in the event of extreme financial disruption as you describe it. IMO 10% is a starting point. Globalization is deflationary, so it's not good for gold. We have already seen the impact of globalization, since goods from China are not going to get any cheaper than this nor there are any countries that can manufacture cheaper than China. Impact from globalization has been mostly felt in the 90's, at this point any new monetary inflation will get translated into higher prices of goods.

To: KyrosL who wrote (10)	2/12/2007 12:53:16 PM
From: NOW	Read Replies (1) \| Respond to of 1718

hmmm: 1) "which proves that there is a strong deflationary undercurrent in the world" 2)"Globalization is deflationary, so it's not good for gold. " 3)http://tfc-charts.w2d.com/chart/GD/M which is it?

To: KyrosL who wrote (10)	2/12/2007 6:17:58 PM
From: TobagoJack	Read Replies (2) \| Respond to of 1718

I am at Cash 40.36% (CAD, AUD, Euro USD) Metal 19.29% (physical and paper = highest watermark point ever) Bonds 1.79% Real Estate 25.91% Equity 12.65% (67% energy, 11% uranium mining, 6% gold & platinum, 30% currency etf, 14% short) <<Tradeable goods are stable in price>> ... dunno, because i buy houses and the labour that goes into Swiss platinum watches, etc, and believe prices have gone unreasonable. <<Buying into HK real estate at this point means that you are fairly optimistic about the future, in spite of all your doomsday talk :-)>> ... I am bullish on a particular gentrifying neighborhood in HK near where a lot of people and our government are spending money, I am bearish on HK currency, and I am sure Freedom HK will extract outsiders with their money in toll. <<There will be no Malthusian catastrophe>> ... and should there be so, my partners and I can always move into the gold bunker and use the ground floor shop as the basis for a noodle shop. <<Renewable energy can almost compete with oil at last year's highs, so there will be no catastrophe due to energy shortages>> ... at some point folks will have to decide whether they will have expensive food or expensive conventional carbon energy. <<The earth's population is rapidly reaching a plateau and will start declining within a generation or so. It is surprising how rapidly fertility rates drop as countries rise above the extreme low income threshold>> ... i think inflation, dwindling resources, poisons in air / water, and declining family values all contributes to the lowering of fertility rate => meaning we might well surge into disaster soon, or, rather, the recognition of disaster. <<In the medium term we will have trouble ... some painful reflection>> ... must define 'some' and 'reflection', relative to 1929-1939 ;0/ <<the world will adopt the right policies to keep the gravy train running for another generation or two>> ... may not be until we survive an interim war cycle. chugs, j