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

To: SouthFloridaGuy who wrote (6864)	5/4/2008 7:35:06 PM
From: Real Man	Respond to of 71475

I'm not suggesting to short them - that's speculation, and needs to be done carefully with stops, but your investment in Treasuries definitely sucked big time 2001-present, as they underperformed inflation and the dollar drop. Here is the chart in constant dollars. Obviously, rates don't compensate for currency drop, which makes UST a poor losing investment choice. The same goes for US stocks. Gold and some foreign markets did well, but that does not say US economy is performing...

To: SouthFloridaGuy who wrote (6864)	5/4/2008 8:01:38 PM
From: Real Man	Read Replies (1) \| Respond to of 71475

FWIW, foreign investors are seeing that chart. They own 1/2 of all treasuries. The decision to sell a non-performing asset is only natural.

To: SouthFloridaGuy who wrote (6864)	5/5/2008 10:37:46 PM
From: 8bits	Read Replies (1) \| Respond to of 71475

Riddle me this: how come long-term rates are lower today than they were at the end of 2001? Vendor financing perhaps....?