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Gold/Mining/Energy : Blue Chip Gold Stocks HM, NEM, ASA, ABX, PDG -- Ignore unavailable to you. Want to Upgrade?

To: rubbersoul who wrote (16524)	3/25/2010 11:06:02 PM
From: gold$10k	2 Recommendations Read Replies (1) \| Respond to of 48092

Message 26401638 OTOH you could say that the market demanding higher bond yields indicates either inflation or a lack of confidence in bonds/dollars... either way it is a demand for a risk premium which echoes the reasons why gold is the best place to be.

To: rubbersoul who wrote (16524)	3/26/2010 6:13:47 AM
From: TheSlowLane	2 Recommendations Read Replies (1) \| Respond to of 48092

If Gross is correct that the bond bull market is over then it seems logical to believe that some of the assets that are allocated to that market will be reallocated to other sectors. After all the bond market dwarfs all others so even a relatively small reallocation could have outsized impact depending on where it goes. Now, I would guess that pension funds are very heavy participants in the bond market and this notion of a bond bear has to be...unsettling. And they will look around to see what markets or sectors are in- and are likely to be in - relatively better shape. So I see it has having the potential to accelerate the rather tentative moves that pension funds have taken towards hard assets recently.