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To: shakes who wrote (6943)1/23/2009 1:20:02 PM
From: shakes1 Recommendation  Read Replies (2) | Respond to of 23103
 
Michael,

Found a well-reasoned analysis of the Bond vs. oil/gold conundrum:

gregor.us

which dovetails exactly with this interview of Clive Hyman in the wee hours on CNBC last Mon. AM:

cnbc.com

Apologize in advance if this is too OT for this thread; trying to respond to the insight/sharing of the posters herein.

regards,
Shakes