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


To: TH who wrote (18503)3/12/2009 4:48:13 AM
From: Real Man  Respond to of 71462
 
Yes, we can. -g-

Overall, the secular bear now lasted 9 years, and the previous
secular bull 18 years. I would not be "end of the world"
pessimistic, although with DOW/gold ratio at 7 it looks like
one. Stocks will find a bottom eventually, and
it's probably closer than the majority of the public thinks.
Derivatives for sure led to enormous downside pressure.
At this point the boat seems to be heavily tilted in the other
direction due to those.

However, the fact that LEH CDS settlement was not in
the trillions probably demonstrates the boogey man is not
quite as big as a few folks paint him to be or the notional
numbers indicate, due to netting. Of course,
nobody knows, not even JPM. Which makes it so scary -g-

Here is Russ

wallstreetexaminer.com

"The mother of all buying opportunities? What does it mean
when the Economist runs an article entitled the “Death of Manufacturing”."

However: as the World Economy recovers due to the use of the
printing presses, expect the dollar to decline a lot more,
perhaps finding a bottom in the 50-s or 60-s and quite a bit
of inflation. Gulp!



To: TH who wrote (18503)3/12/2009 5:26:53 AM
From: Real Man  Respond to of 71462
 
While being bullish on stocks, I am quite bearish on the
dollar. It is likely to be cut in half, but no more. -g-