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

To: Wyätt Gwyön who wrote (82042)	5/23/2007 7:26:17 AM
From: orkrious	Respond to of 110194

very well said

To: Wyätt Gwyön who wrote (82042)	5/23/2007 10:37:39 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

Well since gold topped ahead with the top in inflation in 1981 and bottomed just ahead of the end of disinflationary period around 2002 we can expect a long term cyclical top before this inflation cycle ends sometime next decade at the earliest?

To: Wyätt Gwyön who wrote (82042)	5/29/2007 10:03:57 PM
From: orkrious	Read Replies (1) \| Respond to of 110194

from tonight's Fleck: fleckensteincapital.com Finally, an update regarding the dark-matter universe. It comes from my friend in London who late last year/early this winter did such a fine job of alerting us all to the problems in that arena. He notes that on Friday, there was a "re"-weakening in the ABX index, specifically the lowest tranches, and that today saw decent demand for credit default swaps for the 2007 BBB tranche. That there should be problems in the dark-matter universe is not surprising, but for the last couple months, it's been rather quiet. I bring this up because it could be a precursor to trouble once again.