SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: NOW who wrote (19366)3/31/2009 7:25:35 PM
From: Real Man  Respond to of 71455
 
It's gradual long term rebalancing as a function of DOW/gold ratio, which
is now quite low. I'm almost 100% long precious metals. I took
profits on some new positions from last Fall, and I'm not
long stocks yet. -g- In general, I would like to deploy
that cash at SP in the 600-s. Same thing, different vehicle:
money printed will push SP up, eventually. -g-



To: NOW who wrote (19366)3/31/2009 7:42:09 PM
From: Real Man  Read Replies (1) | Respond to of 71455
 
FWIW, I am one who believes, unlike others, that we may
be closer to a secular bottom in stocks than a secular top. Because
of this:



So, it will definitely be time to fully rotate from gold into
stocks a few years down the road, but not yet, as the gold
market will likely go into mania.

One could start now, a bit, at a good price -g-