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

To: carranza2 who wrote (77214)	8/3/2011 4:25:24 AM
From: TobagoJack	1 Recommendation Read Replies (1) \| Respond to of 217768

hello c2, the fbi of usa may have been de-balled, homeland defense must be brought up to snuff if you were residing in england, you could have been pulled in for questioning re anarchy n such in any case, my read of the market now is: (i) investors spat at the usa biz-as-usual debt deal (ii) flashed the middle finger to usa leadership n governance (iii) looked at europe in alarm (iv) are screaming qe3 (v) general shares down, recession-food mcd held steady, gold and silver miners up, possibly decoupling from broad share market; meaning equity market sees great recession / darkest depression (gr / dd), part ii, and more astute money running for cover of pm (vi) consumers beginning to get scared, for they see the coffins being dragged towards them and are beginning to suspect who the intended may be (vii) japan already intervening w/ stimulus (viii) usa t-bills yields down, even as the ratings are implicitly no good. bond market sees same as equity market sees - gr / dd, part ii (ix) rmb up, for no good reason i can think of, unless either there is a misunderstanding by the market, or the new sovereign deserves a stronger currency (x) all of the above boils down to (a) hk real estate looks cheaper to prospect buyers from the north, east, west, and south, even as it is more valuable to folks from n.america (b) gold standard works as base currency, as gold is up - while gold may be a tradition to bernanke, but to the central banks of korea and thailand, it is monetary reserve (c) unsure about silver - like why is it not already following gold? is the gr / dd expectation so bad that investor demand for ag cannot overcome? (d) pt steady - but i am nervous, for the s.african gold miners got their deserved 'above inflation' raise, and now it is the pt miner's turn at the swing. they may simply get what they deserve and are asking for without the bother of a nasty (acrimonious and drawn out) strike - in the not so mean and not so nasty time, the global economy may make new car manufacturing superfluous as all gorge on macdonald's burgers in secondhand cars (e) the long mcd gamble has merit, but may need to be pair w/ short s&p wager even as s&p500 may not ramp before qe3 cheers, tj