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

To: Real Man who wrote (24549)	11/21/2009 8:35:11 AM
From: Box-By-The-Riviera™	2 Recommendations Read Replies (1) \| Respond to of 71479

thinking along the same lines, especially in regard to Rand appreciation as well....which in the case of the gold miners, fortunately the gold price itself keeps rising... 5 or 10 years ago, all the SA based miners would have already been a sell, not even a hold. of course some of the old names have moved considerably off shore of SA... changing the profiles dramatically, though i'm not sure the market place completely recognizes that, per se. the electricity debacle is of course, another black shadow. russia is a key producer of both paladium and plat... i heard some interesting history when i was in zurich re the market for russian sourced plat et al... hence, my ears grew a little when seeing the "out of stock" story on palladium. i've written off usa for most any gambit. it has literally and will continue to be, a lesser and lesser economic force, if the scenerio plays where usa contribution to global gdp shrinks 30-60 per cent, while ASEAN and other sectors starting with Brasil and even Africa, take up the slack and w/o much USA-centric effect. there's no putting the genie back in the bottle, one way or another... at least not yet, and perhaps not ever, until at least some new equilibrium is established... I use the word new, not because it is, but simply as a sign post for the process. i'm not an emerging markets fan however as a blank check. that's a pretty hefty phrase... useful for jocks running money in front of their phrase and theme making machines. ukraine might go belly up this week btw.. what say you?