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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Bearcatbob who wrote (182388)	1/29/2014 11:21:29 AM
From: tom pope	Read Replies (2) \| Respond to of 206184

Glad to see someone else is as baffled as I am. It's not a question (yet) of U.S. rates rising so far so fast as to cripple EM markets' funding.

To: Bearcatbob who wrote (182388)	1/29/2014 4:16:06 PM
From: JimisJim	Read Replies (1) \| Respond to of 206184

Bob, yeah -- that first sentence ("California is so big, and its industries are so diverse, that the state is something of a microcosm for the entire national economic picture.") sort of says it all and explains why one cannot make sweeping generalizations about "California" because it is so huge and so... different... in its many geographic areas, unlike say Kentucky or Indiana or even Ohio. Edit: I'm enjoying all this down market action... many stocks I follow had been getting ahead of themselves and I feel more comfortable deploying money into them at significantly lower prices than a month ago. As usual, I expect they'll overshoot to the downside, creating some fine opportunities to pick up quality stocks at decent prices.

To: Bearcatbob who wrote (182388)	2/1/2014 9:32:57 PM
From: JimisJim	Read Replies (2) \| Respond to of 206184

FWIW, Bob... lots of coverage this weekend on the problems of the Central Valley where unemployment is still sky high... turns out the culprit is this 1.5+ year dought -- worst in over 100 years -- not policy set by us elites on the coast (who are also facing water rationing -- though my neighborhood isn't as we get about half our local water now from local sources, primarily desalinization plants on our northern border in Oceanside, as well as extra capacity coming online from our own desalinization plant this year in Carlsbad (not turning ocean water into tap water, but the brackish water we do get from underground wells -- apparently a lot lest salty, so more cost efficient to turn into drinking water). I know how relieved you must be to hear all of this... <ggg>

To: Bearcatbob who wrote (182388)	2/1/2014 10:49:52 PM
From: teevee	Respond to of 206184

Markets have really taken a turn for the worse this morning. It is hard to understand how a small taper can set off currency crises in the emerging markets. I see this as follows: Two small $10 billion tapers in a row indicate less dollars needed to replace those dollars leaving the country for imports (a downward trend in the trade deficit). The market is interpreting this to indicate the US economy is on the rebound and gathering steam so now dollars are being withdrawn from emerging markets and pouring into the US.....this means deflationary pressures and weakness in emerging markets. This should be followed by a softening in commodity prices as emerging market economic activity drops off.