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


To: Real Man who wrote (3592)1/23/2008 10:17:37 PM
From: Giordano Bruno  Read Replies (2) | Respond to of 71456
 
Sinclair is calling for a "super bull market."

FED sponsored natch.



To: Real Man who wrote (3592)1/23/2008 10:19:38 PM
From: TH  Read Replies (2) | Respond to of 71456
 
Vi,

Poor Jim, he don't get no love!

I think the cards are already played, and irrespective of what the market does over the next week, it is going to be a 1/4. Ben has to preserve some credibility and the pundits are already saying he is focused on the market and not the economy.

1/4 is perfect. The street can scream like a two year old and the Fed can say they gave a full point, and they will give more IF it is needed. Two or three bad days will pass and confidence is improved.

And POG gets wacked. Maybe the dollar does not set a new low (and why would it when a 3/4 cut moves it less than .5%).

Good Trading
TH



To: Real Man who wrote (3592)1/24/2008 10:53:47 AM
From: Tommaso  Read Replies (4) | Respond to of 71456
 
The Fed is once again in its aggressive bubble-blowing mode.

My reasoning may be wrong, but so far we have had:

--several kinds and degrees of equity bubbles

--a real estate bubble

--the current bond bubble

So what's left? Those who do not believe that commodities can be a good investment claim that there is already a commodity bubble.

I think I will go with Jim Rogers and argue that the commodity bubble is only about 35% inflated. Which commodities have the farthest to go?

1. Food. Supplies are low, China and India want better diets and can pay for them, and there have been several years of good growing conditions in the United States that can go wrong any time.

2. Oil. Running out, despite what kooks like those Cambridge Energy or whatever people claim.

3. Natural gas. Very much in oversupply for the moment, constantly being depleted.

4. Gold. Store of value against fiat currencies.

5. Everything else. A mixed bag, with individual commodities subject to temporary oversupplies or shortages.

I think that investments in these areas will double in value IN REAL TERMS, INFLATION-ADJUSTED over the next five years.