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Strategies & Market Trends : Ride the Tiger with CD -- Ignore unavailable to you. Want to Upgrade?


To: LoneClone who wrote (88750)8/17/2007 11:43:41 AM
From: TheSlowLane  Read Replies (1) | Respond to of 313620
 
I'm inclined towards your view, but we will just have to see how things play out here.



To: LoneClone who wrote (88750)8/17/2007 11:43:43 AM
From: Claude Cormier  Read Replies (2) | Respond to of 313620
 
- The US housing market is small potatoes in the larger scheme of things, commodity bull wise.

Commodities will come back for sure. But they (especially base metals and oil) deserve a big rest if not a bear. I believe gold will rise above all.



To: LoneClone who wrote (88750)8/17/2007 11:57:47 AM
From: kathtoo  Respond to of 313620
 
well, I'm still a "dweller on the threshold" when it comes to gold and silver, but when it comes to real estate and the rest of the market I'm just plain scared. Still have paas and gg, ckg, and kgc.



To: LoneClone who wrote (88750)8/17/2007 11:58:43 AM
From: maxncompany  Read Replies (2) | Respond to of 313620
 
The trouble is way beyond subprime. Even beyond the housing market itself. The insane use of leverage and the trillions in credit derivatives upon derivatives upon derivatives. I don't know why you insist on limiting the issue to subprime when the trouble is not only in more than subprime, but is far bigger than subprime.

You also seem to assume that means one is also saying the commodities bull is in trouble. Well, I see the trouble as way beyond and worse than subprime, and I do not see the commodities bull ending. "Inflate or die" by the FED will happen in response. Add to that, global growth outside the US, and the commodity bull continues.



To: LoneClone who wrote (88750)8/17/2007 12:01:10 PM
From: Proud Deplorable  Read Replies (2) | Respond to of 313620
 
No, I'm on your side as well on that too. I don't think the US has the percentage of buying power and growth prospects it used to to kill the commodities bull. It's hard for people who have it ingrained in their heads that the USA calls the shots to realise that growth is now happening around the world and the base metals are still in short supply and this may even get worse. Still, as long as foolishness abounds it is not time to be buying stocks imo. I think after 9/11 it might be because I think a "terror" attack is coming on that date possibly...just a hunch...beware of desperate neocons on the verge of losing power. This might be the Mother of all buying opportunities.

This is where a knowledge of why terror attacks happen is important.



To: LoneClone who wrote (88750)8/17/2007 12:59:40 PM
From: jackjc  Read Replies (2) | Respond to of 313620
 
While repetitive posts by a few may have made it seem that way,
I stand on your side of it and think many others do also.



To: LoneClone who wrote (88750)8/17/2007 3:25:47 PM
From: 3bar  Read Replies (1) | Respond to of 313620
 
1 % of GDP growth in US uses less base metals then 1 % growth in emerging markets . Service vrs manufacturing economies .

US has about 20 % of global GDP growth a slow down in US will not effect the base metals as much as it has in the past .

jack