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

To: Amelia Carhartt who wrote (99310)	3/17/2013 5:02:55 PM
From: Robin Plunder	Respond to of 220082

That is the view of Kyle Bass, and I think probably he is correct. Seems like folks think Europe is patched over at least for now, altho italy is clearly weakening and probably France as well, so eventually Europe seems likely to come back into crisis. But Japan seems completely untenable, and the 20%+ rise in the nikei would indicate that folks in Japan believe that the central bank will aggressively inflate and the bond price is at risk. If the bond price in japan falls, it seems to quickly put them in crisis as the pension funds rely on the bonds and will be forced to sell further, creating a crash in the bonds. yes one wonders where to put ones money...I am seriously thinking of putting my entire 401k into bullion, which would be about 35% of my assets, which would take me to about 65% bullion/miners, with the remainder in pension and real estate. I wonder if I can sleep at night with this, but will probably find out. rp