SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: Bid Buster who wrote (74860)3/9/2007 10:58:40 AM
From: Real Man  Respond to of 94695
 
Sure not, but I'm not betting the other way either, just
trying to stay away from the micromanaged markets.
We'll see. A few lucky bears might
get paid after all -g-



To: Bid Buster who wrote (74860)3/9/2007 2:37:41 PM
From: Real Man  Read Replies (1) | Respond to of 94695
 
I think we might just have a painful, deflationary ride down
in all asset classes this year, including gold, the main
reason being credit defaults.

As overpriced
as they are, LT treasury bonds will likely benefit from it.
Spreads will skyrocket, though, and so will VIX.
But we'll have to see - the Fed does have the printing press,
and a lot of market variables are sure determined by their
policies and direct manipulation. They will use it, as
they have been, although it may prove to be
not that useful at first - the amount printed will need
to be sharply higher. Later on, gold will be on fire.

I think this world may have forgotten all about deflation
in the past 4 years or so.

Now, that will cause a big rally now, for sure -ggg-