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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?


To: patron_anejo_por_favor who wrote (158133)10/17/2008 2:19:22 PM
From: DebtBombRespond to of 306849
 
"The Ted spread just disintegrated today, which is the main reason yer seeing me turn into a divine bovine......" Yep....I didn't think it would take too long.



To: patron_anejo_por_favor who wrote (158133)10/17/2008 2:53:20 PM
From: Patricia TrincheroRead Replies (1) | Respond to of 306849
 
bullish?



To: patron_anejo_por_favor who wrote (158133)10/17/2008 3:14:55 PM
From: damainmanRead Replies (2) | Respond to of 306849
 
Small matter but imo there is still the tail end of the hedge fund redemptions and the fearful general investing public cashing in their mutual funds to deal with.



To: patron_anejo_por_favor who wrote (158133)10/17/2008 5:26:58 PM
From: THRead Replies (2) | Respond to of 306849
 
patron,

Got to throw a number of questions at you.

Now that Ted is diving, do you see this as a sign that the settlement dollars needed to meet the crisis level of toxic stuff the Euros hold is truly abating?

I see you have added more miners. I followed you in with some select adds myself. Do you think the HUI/XAU is going to track the general indexes? I'm just thinking that a winning position with miners while there is general equity weakness is very unlikely.

You seem to have gotten more bullish POG and miners in the past few days. Is dollar weakness the major driver for this, or do you see something else?

GT
TH