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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (33371)4/18/2008 7:39:36 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 217743
 
Player two would seem to indicate that even stocks in assets may be 'not spared'... Maybe sell in May and Go away will be of epic importance.. Maybe I should look at an actual oil well :O)



To: TobagoJack who wrote (33371)4/18/2008 8:41:27 PM
From: carranza2  Read Replies (2) | Respond to of 217743
 
Let's party!

There is no terribly expensive war going on, oil is cheap, growth is solid, unemployment practically non-existent, MZM is not increasing by double figure percentage rates just about every month, the banks are not really bleeding money out of every pore and all of our good friends are just so happy to hold our markers. Yes, everything is just peachy and to prove so my gold, Swissie, SKF and other bearish positions got hammered today.

Party on, dude.



To: TobagoJack who wrote (33371)4/19/2008 3:36:04 AM
From: elmatador  Respond to of 217743
 
"Higher inflation and ultimately higher inflation expectations,lagged effects of credit contraction dragging US into recession and globe into slowdown,higher unemployment and the Fed with an empty toolbox."

By Summers end the story will be totally different. It will be fait accompli that the emerging markets have, not only passed the test, but would be pulling G-7 countries along.

It will not be the end. It will be not the beginning of the end, it will be the end of the beginning.

It will be accepted facts: no amount of stimulus will reactivate the US economy although president candidates will be talking about plans moral equivalents of war to get the economy going.

Disguising of Sovereign funds as Trojan horses to buy major chunks of the economy will be stories in the popular press.

It will be very interesting to watch what I saw coming 20 years ago develop right in front of my eyes. History being made...