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To: Amots who wrote (362724)3/17/2008 7:39:15 PM
From: Box-By-The-Riviera™  Respond to of 436258
 
out on the web

kinda disagree there. in this sense. gold is now counter intuitive in this way. if the players continue to act (w/o much deviation, and so far there isn't any, meaning continued wrong thinking), they will continue to pump (as will the world) trying to get the ballast out of the sinking ship. ergo: gold goes up. the only thing they will inflate, for our purposes, are gold and commodities, and investors will inflate those as well, while the other classes including currencies weaken. that's the problem with the inflation deflation debate. it really is not one at all. it, in a sense, doesn't exist.

given we have until jan 20th, forseeably, until there will be a true change in direction by governments (particularly ours), and financial regulators/overseers, the time line is on your side for the above...... and add the bombshells yet to erupt across the financial landscape.

i would add geo politically, kosovo and tibet are symptomatic of a bear case as well. china in their instance has done all that it can to glide into "their" olympics. between inflation, the winter storms, and bottom line food and energy for the masses on the one hand, and tibet boycotts of the games, on the other.......... perhaps the prc says, ok... let's move our program forward.


central europe.. its an old old story. and putin's man is more likely to enter the debate on kosovo than not..... all other things considered, including, an impotent american regime.

what's europe going to do? they won't even rally around afghanistan (a worthy cause in fact). spain and italy are financially their weakest links and sarkovsky has blown his mantel in a mere 12 months. UK.. is rudderless. etc etc etc.