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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: elmatador who wrote (55397)	9/23/2009 6:34:45 AM
From: TobagoJack	Respond to of 217764

interim feedback from the clsa conference (1300 money managers) that is on-going just in in-tray 1. Paulson at Grant conference saying Gold is going $5000+ 2. Gold session at CLSA conference 150+ people 3. Shipping analyst at CLSA conference talking about Vale and China (yet BDI off a lot...) 4. CLSA conference comments...China in a bubble, but has 100% more upside as just getting started 5. Veteran strategist worried about his call on low interest rates may overstay its welcome 6. US interest rates [too] low [again] cited as main reason for dollar sell-off 7. Inflation worries, it could jump fast... 8. Are families buying gold coins/gold/properties to pass on to next generation now for inheritance reasons? I [want to] believe commodities can stay high and bubbles can last, and I have invested for this... But I need to keep testing this thesis.... If they raise interest rates (which they should), will the first move be a correction in commodities initially. The working answer I have is IF THEY WAIT TOO LONG COMMODITIES WILL KEEP RISING THRU THE HIKES. IF THEY START RAISING SOON THEN THEY CAN HEAD OFF PARTS OF COMMODITIES BUBBLE. ... Comments on the new bubble's progress welcome, as well as comments on Shanghai's share chart (a bit like the BDI?), which does not look very good right, contrary to all comments??