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

To: orkrious who wrote (79647)	3/3/2007 12:13:26 PM
From: pogohere	Read Replies (3) \| Respond to of 110194

Admittedly, PoG may continue down the toilet, but odds are it isn't going to last much longer (note I'm not talking about hours, it certainly could be days), but the 2/10 yield curve inversion is rapidly shrinking. History shows it just needs to be steepening in an economic contraction for it to be the best of all worlds for PoG and miners. Do you have a chart for this? I've pursued this notion and couldn't come up with solid validation. Thanks.

To: orkrious who wrote (79647)	3/21/2007 6:44:36 PM
From: basho	Read Replies (1) \| Respond to of 110194

Orkrious, sorry for long delay, I didn't see your post before now. Thanks for the chart. No argument at all in general terms. As I noted in an earlier post, lows in this ratio tend to coincide with great buy points anyway. If we do get a really good run in coming months, I think there will be a large and sharp pullback at some point when the general economic situation is recognised as turning down. My guess is at that point gold will take a hit along with all the other markets that have been running on liquidity before finally decoupling and heading into its true bull run.