To: TH who wrote (8037 ) 2/25/2008 7:48:19 AM From: SliderOnTheBlack Read Replies (2) | Respond to of 50350 Tonights Smackdown... Imagine the enemy surrenders and nary a peep from the punditry?!?! Well that's just what happened. And it's the main reason why gold, oil, and commodities are soaring directly into the face of a slowing global economy. And not a single gold bug pundit, or newsletter editor that I've seen - is talking about it... let alone pounding the table on it. It should have been the headline story on Gold Eagle, Kitco, and 321 Gold. Gold bug writers should have been throwing elbows, and leaping over desks trying to be the first one to fire off a red hot trading alert on this story... but, they missed it. Just like they missed the big correction in May 2006, and the Yen-carry shakeout last August. In fact, the gold bug newsletter that is often cited as being #1 in circulation amongst professional fund managers - completely blew the August Yen-carry shakeout story...and that's why the correction was so brutual - even into strong fundamentals, because non-specialty fund managers were caught flat footed, and hedge funds turned short - pulling the rug out from under them. I'll have a good ole fashioned pimp slap for that pundit...along with a rant about the debate on inflation vs. deflation, and the mental masturbation discussion that's going on about money supply. MZM, M1, M2, or M3? Come on people. Ask the right question. You will always make more money by asking the right question, versus seeking the right answer. This is a "Kudlow vs. Santelli" market environment: ...theory vs. reality. ...the wrong answers vs. the right questions. ...rose colored glasses vs. night-vision goggles. Mo later - around 10 p.m. est. S.O.T.B. PS: Ben Bernanke's #1 fear... and why it's about to become the next shoe to drop.