|
PureBytes Links
Trading Reference Links
|
Dan-
I'm sure you are correct. Must have been
having a senior moment.
Best regards,
Chas
====
<BLOCKQUOTE
>
----- Original Message -----
<DIV
>From:
Dan
Goncharoff
To: <A title=realtraders@xxxxxxxxxxxxxxx
href="">realtraders@xxxxxxxxxxxxxxx
Sent: Thursday, March 18, 2004 10:04
AM
Subject: Re: [RT] crude oil at 13 year
high
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.RegardsDanGCharles Meyer
wrote:
That's assuming inflation of course.
Bonds hate deflation.
chas
<BLOCKQUOTE
>
<DIV
>-----
Original Message -----
<DIV
>From:
Dan
Goncharoff
<DIV
>To:
<A title=realtraders@xxxxxxxxxxxxxxx
href="">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.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
; <A title=yacov@xxxxxxxxxxxxx
href="">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
; 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
Yahoo! Groups Sponsor
ADVERTISEMENT
Yahoo! Groups Links
To visit your group on the web, go to:http://groups.yahoo.com/group/realtraders/
To unsubscribe from this group, send an email to:realtraders-unsubscribe@xxxxxxxxxxxxxxx
Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.
|