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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: GST who wrote (96682)	8/27/2008 1:15:57 PM
From: benwood	Read Replies (1) \| Respond to of 110194

I too moved a fair amount out of the dollar, but in terms of total investing capital, I really couldn't move that much. The main conundrums however have been my retirement plans, and my wife's. In her case, I have had virtually no way to get out -- global bonds or global stock market has been the only choice, neither of which I favor right now. And now as gregor has said, the alternatives have warts, too, and all are playing a gigantic poker game with everybody bluffing but somebody will win anyway and so the timing of how this shakes out is suspect. My anti-dollar trades have suffered quite a bit since intervention began, oh, say July 4th to sound patriotic. Long term, I would not bet a whole lot on a country whose industry profits are increasingly flowing overseas; or whose treasury debt interest increasingly (and mightily) flows overseas; or whose corporate debt interest increasingly flows overseas; and who's one product that does not flow overseas is domestic leadership favoring a tiny sliver of the population at the expense of the future of the remainder.