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Strategies & Market Trends : Bob Brinker, Moneytalk and Marketimer -- Ignore unavailable to you. Want to Upgrade?

To: octavian who wrote (1765)	11/1/2007 1:33:31 AM
From: Math Junkie	Respond to of 2121

"Math, not to change the subject (it IS getting a little repetitive), but how is that mid-1400's gift-horse doing? -:)" Very well, thanks for asking! I bought a leveraged S&P 500 fund (RYTNX) that is up almost 10% since early September, and I just closed out a position in RYVYX that is up 25% since then.

To: octavian who wrote (1765)	11/3/2007 1:18:21 PM
From: Kirk ©	Read Replies (2) \| Respond to of 2121

From federalreserve.gov Readings on core inflation have improved modestly this year, but recent increases in energy and commodity prices, among other factors, may put renewed upward pressure on inflation. In this context, the Committee judges that some inflation risks remain, and it will continue to monitor inflation developments carefully. Another way to say "inflationary" is "upward pressure on inflation." I wonder if Bernanke has become aware some radio talk show hosts did not understand that higher oil prices are inflationary so he is being more clear these days so they can correct their mistakes and not have their followers running around spouting incorrect economic theory.

To: octavian who wrote (1765)	11/6/2007 5:31:31 PM
From: Kirk ©	Read Replies (1) \| Respond to of 2121

Alan Greenspan repeating what I've said here since Brinker said the fed should not have raised rates above 4.0%. money.cnn.com "Greenspan also said the global economy can handle higher commodity prices through strong monetary policies by central banks and that he expected major increases in commodity demand from rapidly developing nations. Central banks avoid worldwide inflation by maintaining monetary tightness at appropriate levels, he said. "I'm concerned that we were moving from this 20- to 18-year disinflationary period and beginning to move in the other direction," Greenspan said. Despite crude oil prices being above $90 a barrel, the global economy is still functioning, he said, indicating that the "underlying structure is doing well. I wonder if you noticed that oil prices and gold have been soaring since the FOMC cut rates from 5.25%. cut rates Devalues dollar price of oil goes up because it takes more dollars to buy Higher commodity prices cause inflationary pressure that offsets some of the effects of lower rates stimulating the US economy. Also, stimulate US economy and it stimulates demand for oil so it gives some positive feedback. Cutting rates can be very dangerous... if done too fast and inflation expectation genie escapes from the bottle. Good thing I bought a bunch of TIPS when their fixed part was high and rates were high.... Vanguard's inflation-Protect fund VIPSX was up 9.27% YTD as of yesterday....