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


To: Haim R. Branisteanu who wrote (58523)12/1/2009 3:57:50 PM
From: RJA_  Read Replies (1) | Respond to of 218304
 
>>selling Gov short term notes with yield below 1/4% as an example and with proceeds buy usable commodities and (coal, aluminium, zink grains etc.)- but not leveraged above 1to4 - best 1 to 1 and be patient

I assume you mean buy long term futures contracts, not taking delivery...

I do have a few acres here for storage... <g!>.



To: Haim R. Branisteanu who wrote (58523)12/1/2009 4:17:12 PM
From: RJA_  Read Replies (1) | Respond to of 218304
 
>>selling Gov short term notes with yield below 1/4% as an example and with proceeds buy usable commodities and (coal, aluminium, zink grains etc.)- but not leveraged above 1to4 - best 1 to 1 and be patient

Sounds like a workable strategy... how long can a futures contract extend?

What about depression, if economic activity drops, what happens to your commodity prices?

Response from a colleague to your post, I make no judgment on it:

madness of governments will trump all efforts to anticipate the markets. History teaches gold is good for these times