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


To: Real Man who wrote (941)9/13/2007 10:11:36 AM
From: stan_hughes  Read Replies (3) | Respond to of 71426
 
FWIW I've gone to 14% physical in the past few days, with the rest staying in Canadian cash/T-Bills (where I was 100% beforehand).

Today as you say sure looks like Yen down, stocks up, but it's only one day. And it's Fed Thursday too.

I am currently torn by two mightily opposing forces -- on one hand I see so much liquidity danger under the surface that I fear a major near-term collapse in all asset classes, and on the other hand I can almost equally see the Fed potentially opening the inflation spigots and sending all nominal asset prices skyward.

In the middle of that Bell Curve would be something like a slow orderly grind down in the USD and an associated Japanese-like RE/banking situation for the next 10-20 years. People (voters) don't seem to notice as much when you drain their assets and purchasing power away from them slowly as when you take a big chunk out of their arse all at once