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

To: Real Man who wrote (4830)	3/10/2008 10:33:00 PM
From: John Vosilla	Read Replies (2) \| Respond to of 71447

'DOW/Gold will go to low single digits, perhaps, below 1, then recover. The buck will drop some more from here, perhaps, as much as 30-40%. The slump will involve higher inflation, much lower asset prices, and a collapse of derivative markets. Did I mention T-bond crash? A severe double dip recession. No depression though -g- Something like 1970-s, only bigger.' Been thinking the same thing only this is a very long cycle that will play out over perhaps a decade or even more before gold, inflation, and long term rates top out with PE multiples shrinking to 1982 lows. Short term could the dollar bounce heavily even as we cut since as most every other country of any importance besides Canada has a flat or inverted yield curve now and are bound to cut aggressively too. Many countries in South America have short term rates in double digits even with long term rates around 6%..amazing