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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk -- Ignore unavailable to you. Want to Upgrade?

To: gregor_us who wrote (41791)	8/8/2009 8:53:50 PM
From: Real Man	1 Recommendation Respond to of 207500

Or the reflation will be irrevokable -g- The Dow/gold ratio says we are in 1975, not 1982 yet, so gold is waiting for a bubble. However, selective investment in stocks is ok, since this is not 1930 like so many are assuming. I think emerging markets will outperform and emerging economies will keep growing very rapidly. We are well down the road of a secular bear already ( inflation adjusted) I don't think we are going to see secular nominal bear, and 666 was likely a level that will never be seen again. Overall, derivative regulation is coming to marketplace, we will have to monitor closely the BIS numbers to see if they can gradually disarm the bomb. If the notional keeps growing rapidly, then you will be right. One thing I am pretty sure about for now is that we will see significant inflation once the recovery takes hold.