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Re: [RT] crude oil at 13 year high



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TIPS don't particularly care, which is the point. They will probably
outperform gold in a deflationary environment.

I suggest you do some research about them.

Regards
DanG

Charles Meyer wrote:
<blockquote type="cite"
 cite="">
  
  
  
  That's assuming inflation of
course.  Bonds hate deflation.  
   
  chas
  <blockquote
 >
    <div
 >-----
Original Message ----- 
    <div
 >From:
    Dan
Goncharoff 
    <div
 >To:
    <a href=""
 title="realtraders@xxxxxxxxxxxxxxx">realtraders@xxxxxxxxxxxxxxx 
    <div
 >Sent:
Thursday, March 18, 2004 7:47 AM
    <div
 >Subject:
Re: [RT] crude oil at 13 year high
    
    
Instead of T-Bills, consider TIPS (Treasury Inflation-Protected
Securities). No maturities to roll over.
    
Regards
DanG
    
Charles Meyer wrote:
    <blockquote type="cite"
 cite="">
      
      
      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:
        <a href=""
 title="jwhite43@xxxxxxxxxxxx">Jim White 
        <div
 >To:
        <a href=""
 title="realtraders@xxxxxxxxxxxxxxx">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 href=""
 title="realtraders@xxxxxxxxxxxxxxx">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 href=""
 title="profitok@xxxxxxxxxxxxx">profitok 
            <div
 >To:
            <a href=""
 title="realtraders@xxxxxxxxxxxxxxx">realtraders@xxxxxxxxxxxxxxx 
            <div
 >Cc:
            Mike
Burk ; <a href=""
 title="ketayun@xxxxxxxxxxxxx">Kate (E-mail) ; <a
 href="" title="Jseaton357@xxxxxxx">Jseaton357@xxxxxxx
; <a href=""
 title="urania@xxxxxxxxxxxxxxxx">Elizabeth (E-mail) ; <a
 href="" title="dcarter888@xxxxxxxxxxxxx">doroty.h
; <a href=""
 title="dperrino@xxxxxxxxxxxxx">Dom Perrino ; <a
 href="" title="DELTA88343@xxxxxxx">DELTA88343@xxxxxxx
; Cyclesman
(E-mail) ; <a href=""
 title="astrofin@xxxxxxxxxxxxxxx">astrofin@xxxxxxxxxxxxxxx ; <a
 href="" title="yacov@xxxxxxxxxxxxx">Yacov
Twena ; <a href=""
 title="bigschmo@xxxxxxxxxxxx">vincent ; <a
 href=""
 title="u.Stuart-Auslander@xxxxxxx">U. Stuart-Auslander@xxxx Net
(E-mail) ; Slawek
(E-mail) ; Ronald
McEwan ; <a href=""
 title="rginsat@xxxxxxxxxx">Ron Miller (E-mail) ; <a
 href="" title="panda2222@xxxxxxxxxxxxx">panda2222@xxxxxxxxxxxxx
; <a href=""
 title="ntt-list@xxxxxxxxxxxxxxx">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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