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

To: carranza2 who wrote (84545)	12/13/2011 9:44:15 PM
From: orkrious	1 Recommendation Read Replies (1) \| Respond to of 218022

negative through ten year rates, then lower than a snake's belly for longer term rates. And slated to stay that way through 2013, If you watch the Kyle Bass videos he explains why it's likely to be much longer than that...like forever.

To: carranza2 who wrote (84545)	12/13/2011 11:02:09 PM
From: bart13	1 Recommendation Respond to of 218022

Very much agreed on the bull not being over. And si on buying cheaper, it's a goodness(TM). <g> As far as MZM and gold, they do have a correlation but in my opinion its not terribly strong. I vaguely recall Jesse backing off on the MZM & gold relationship over a year ago but can't provide a link so take it for what its worth. MZM and my M3b are very strongly correlated, and M3b turns before MZM too per the chart. And my M3b turns about 5-10 weeks before John Williams one. I didn't design it that way, its just serendipity. 'Total' money supply growth is also anemic: Velocity is also very anemic, and definitely not up. Interest rates, after a full 'CPI w/o lies' correction, are up per my work since late October - up from about -7.7% to -6.4% on the 10 year Treasury. They're definitely negative and bullish for gold on the long term though. YMMV.

To: carranza2 who wrote (84545)	12/14/2011 12:30:13 AM
From: Hawkmoon	Read Replies (1) \| Respond to of 218022

Carranza, We're facing a balance sheet recession in both Europe, and eventually the US, similar to what Japan has faced for 15 years+. zerohedge.com These are not normal, and they consist of de-leveraging and reduced overall demand, none of which are inflationary events and can last for years. Are you so sure that your "go for the gold" premise still stands under such conditions? Now.. granted, if we do see the kind of massive stimulus that Koo advocates to foster demand, I do see the argument for gold. But right now I think we'll be lucky to hold our economic necks above water for the next few years. Hawk