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Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?

To: stan_hughes who wrote (275)	6/28/2007 2:33:04 PM
From: Real Man	Respond to of 71442

Yep. Definitely, and that's the way the Japanese mom and pop are playing it. -g- Yes, we might still have a meaningful correction, the Fed has not printed (again) yet, and their April cash is running out. Look at the awe and market trembles surrounding these Fed meetings. I don't believe in tough Fed. So far Ben Fed has been even more "accomodating" than AG Fed. Volcker is not dead yet, but his bond vigilantes are. How about holding blowing up CDOs at yields below inflation? -g-

To: stan_hughes who wrote (275)	6/28/2007 4:23:19 PM
From: Real Man	Read Replies (2) \| Respond to of 71442

A major fight, as usual. They are trying to turn the dollar, turn the bonds, and continue stock market rally. Maybe not this time. We just need to watch the Yen, rates, and the dollar, as the Fed continues liquidity injections. PM-s are on fire sale, I'm getting some -g- 1) all this bad debt is dollar-denominated 2) mostly foreigners hold the stuff So, no, when it all blows up, the dollar is not supposed to rally, IMHO anyway -g- There is risk in PM equities though. A reaction of the dollar and interest rates to the next coupon pass is worth watching. Some day all the CPI lies are going to backfire.