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To: Box-By-The-Riviera™ who wrote (393036)	8/22/2009 9:22:04 PM
From: Real Man	Respond to of 436258

So are you. So am I. <G> U have to admit, my strong advice not to short these markets saved a few bucks to the bears if they followed it. Whether or not you want to participate in this Fed-induced group orgy is up to you. Myth declined the offer, not knowing that his GF agreed. -g-

To: Box-By-The-Riviera™ who wrote (393036)	8/22/2009 9:58:26 PM
From: Real Man	Respond to of 436258

If you have views similar to those of Faber, Rogers, and myself, making real money (not paper) will continue to be extremely difficult, due to extreme corruption and sporadic price surges that characterize the whole Banana thesis. Currently stocks are prime beneficiaries of liquidity. There are no fundamentals behind price surges of everything, nor will there ever be until the Fed is stopped, but I don't think it will happen until it is way too late. Liquidity is supplied to money center banks, and then it goes where they want it to go, period. As these asset prices move up, part of it gets transferred to the public, who starts to consume. Eventually, the process results in much higher prices of everything. You can get long stocks of money center banks, and I did. That is a pretty obvious "first receiver"

To: Box-By-The-Riviera™ who wrote (393036)	8/22/2009 10:26:58 PM
From: Real Man	Respond to of 436258

You can be a Don Kihotte and go fight windmills, but your rightiousness will not save the country from hyperinflationary collapse and depression. We are now passed the stage of currency crisis, because currencies, too, are managed with Fed money via very levered instruments. Thus, in a setup such as we have today it is not possible. We have only one final outcome, and it is the worst of them all.