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

To: stan_hughes who wrote (5366)	3/22/2008 12:45:00 PM
From: Real Man	Read Replies (1) \| Respond to of 71462

There will be lots of games, as many see coming, so I would not be surprised at all if the recent short-term "goldilocks" lasted for a few weeks, with TAF coming on the 27-th. We'll see. Unfortunately, continued Moral Hazard favors hyperinflation. On the other hand, what choice did the Feds have? Let Bear fail and derivatives market crumble? That would not be pretty. I pretty much agree with Russ and Jesse here - Hedge funds seem to be next in line for the highway robbery types. In that sense, I smell a drop of QQQQ/BKX ratio, more dead hedge fund bodies, and extremely unpredictable volatile markets in the short run. Then SHTF, as these funds start crumbling left and right. They too have highly leveraged derivatives positions. jessescrossroadscafe.blogspot.com wallstreetexaminer.com

To: stan_hughes who wrote (5366)	3/22/2008 1:29:35 PM
From: robert b furman	Respond to of 71462

Hi Stan and VI, I think the next world currency losers will be those that find themselves following the action Bernanke ahs taken. Time will tell,but I suspect our markets will prove to be more transparent and thus we'll be ahead of the global confessions. SOC GEN had a rogue trader UBS had an error in valuations blah blah. When its all done and over global banls will want capital and rates will decline to stimulate global economies. Emerging markets will continue to push infrastructure as the middle class grows from the devolopement plans that are continued. Cheap money and expensive resources will fuel demand for manufactured goods in the USA,and the Euro finds itself needing cheaper money to stimulate what has weakened. Pretty much a continuation of the past,but on a delevered basis. JMHO Bob