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That's assuming inflation of course. Bonds
hate deflation.
chas
<BLOCKQUOTE
>
----- Original Message -----
<DIV
>From:
Dan
Goncharoff
To: <A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
Sent: Thursday, March 18, 2004 7:47
AM
Subject: Re: [RT] crude oil at 13 year
high
Instead of T-Bills, consider TIPS (Treasury Inflation-Protected
Securities). No maturities to roll over.RegardsDanGCharles
Meyer wrote:
Cash, (US T-Bills), Gold, or a combo of
the two. Inflation or Deflation? Keep a ratio chart
of cash gold divided by the
30 year Treasury. This will show you the
daily struggle of the two forces; and which one is currently winning
battles.
Re conspiracy; a famous supreme court justice
once said (sorry I don't recall his name) not to mistake a conspiracy
for
what can be ascribed to simple incompetence;
and of course there is a lot of that inherent in bureaucracy.
chas
<BLOCKQUOTE
>
<DIV
>-----
Original Message -----
<DIV
>From:
Jim
White
<DIV
>To:
<A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
<DIV
>Sent:
Thursday, March 18, 2004 6:47 AM
<DIV
>Subject:
Re: [RT] crude oil at 13 year high
I just finished a book that describes what
could happen in a full financial meltdown. It's a novel by James Cook
called "Full Faith & Credit". Pretty scary but enlightening
reading.
In that vain, could some of you share your
strategy for asset protection and profit should such an unwinding happen.I
don't have one yet but am beginning the planning and would appreciate the
thoughts of others.
Jim
<BLOCKQUOTE dir=ltr
>
<DIV
>-----
Original Message -----
<DIV
>From:
Bob
<DIV
>To:
<A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
<DIV
>Sent:
Thursday, March 18, 2004 3:18 AM
<DIV
>Subject:
Re: [RT] crude oil at 13 year high
This conspiracy stuff has been discussed
on this forum going back to the early bubble years in the mid-90's, and
back then I subscribed to that theory too. I also believed that
the government was actively involved in propping up the stock market but
after seeing what happened to the markets since the bubble popped I no
longer believe that either.
I think the questionable economic numbers
we get are due mostly, if not completely, to the normal inefficiency and
incompetence you get out of any massive bureaucracy. Doesn't "CPI
excluding food and energy" sound a lot like "EPS of xx cents excluding
one time charges that recur every quarter"? How about the headline
Labor number we get every month that doesn't include independent
contractors or the self-employed? But there's a Household number
that does include that number which is rarely mentioned, however I
suspect there are problems with how that number is calculated
too.
The other item that argues against any
meaningful "cooking of the books" is that these massive government
agencies are comprised of people from both parties, albeit mostly
democrats. So it's hard to imagine they could maintain a
"cover-up" year after year and through different administrations.
This would be especially true for a republican administration since the
media would be in an orgasmic frenzy to cover such a story.
I share the longer term negative view on
the equity markets being expressed on this forum, but it's not because
of any government conspiracy....it's because of what has transpired in
previous post-bubble periods and the length of time it took to truly and
fully recover from a financial bubble (15-20 years).
<BLOCKQUOTE
>
<DIV
>-----
Original Message -----
<DIV
>From:
<A title=profitok@xxxxxxxxxxxxx
href="">profitok
<DIV
>To:
<A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
<DIV
>Cc:
Mike Burk ; <A
title=ketayun@xxxxxxxxxxxxx href="">Kate
(E-mail) ; <A title=Jseaton357@xxxxxxx
href="">Jseaton357@xxxxxxx ; <A
title=urania@xxxxxxxxxxxxxxxx
href="">Elizabeth (E-mail) ; <A
title=dcarter888@xxxxxxxxxxxxx
href="">doroty.h ; <A
title=dperrino@xxxxxxxxxxxxx href="">Dom
Perrino ; <A title=DELTA88343@xxxxxxx
href="">DELTA88343@xxxxxxx ; <A
title=cyclesman@xxxxxxxxxx
href="">Cyclesman (E-mail) ; <A
title=astrofin@xxxxxxxxxxxxxxx
href="">astrofin@xxxxxxxxxxxxxxx ;
Yacov
Twena ; <A title=bigschmo@xxxxxxxxxxxx
href="">vincent ; <A
title=u.Stuart-Auslander@xxxxxxx
href="">U.
Stuart-Auslander@xxxx Net (E-mail) ; <A title=SLAWEKP@xxxxxxx
href="">Slawek (E-mail) ; <A
title=rmac@xxxxxxxx href="">Ronald McEwan ; <A
title=rginsat@xxxxxxxxxx href="">Ron Miller
(E-mail) ; <A title=panda2222@xxxxxxxxxxxxx
href="">panda2222@xxxxxxxxxxxxx ; <A
title=ntt-list@xxxxxxxxxxxxxxx
href="">ntt-list@xxxxxxxxxxxxxxx
<DIV
>Sent:
Wednesday, March 17, 2004 9:41 PM
<DIV
>Subject:
[RT] crude oil at 13 year high
Hello
this will filter into higher
manufacture cost, transportation, and airlines,
(good shorts,)
corporate earnings will decrease as cost
increase,
gov stats on inflation today
phony,
payroll employment
decreasing,
they are keeping the # nice until
elections,
then will drop the bomb with REAL
numbers
Ben
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