tag:blogger.com,1999:blog-31821779.post5857603567148775355..comments2008-06-09T09:32:08.301+01:00Boonhttp://www.blogger.com/profile/17659502475308542768noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-31821779.post-47559179443182771082008-06-09T09:32:00.000+01:002008-06-09T09:32:00.000+01:00opine,<BR/><BR/>I have not read that post on RI. Will probably do later.<BR/><BR/>BoonBoonhttp://www.blogger.com/profile/17659502475308542768noreply@blogger.comtag:blogger.com,1999:blog-31821779.post-43920934569475137322008-06-09T09:31:00.000+01:002008-06-09T09:31:00.000+01:00opine,<BR/><BR/>-- Markets are irrational. Dow goes up or down by whatever amount is not important most of the time.<BR/><BR/>-- We suggest to stay away from the USD.<BR/><BR/>-- Crude is in secular bull market.<BR/><BR/>-- Bond yields should be up, and will be up in the long run.<BR/><BR/>-- No surprise to readers of bhc investment.<BR/><BR/>Gold price is manipulated by central banks.<BR/><BR/>BoonBoonhttp://www.blogger.com/profile/17659502475308542768noreply@blogger.comtag:blogger.com,1999:blog-31821779.post-69301857650387329852008-06-06T10:23:00.000+01:002008-06-06T10:23:00.000+01:00Sorry for posting another comment ( don't mean to spam), but here's an interesting presentation about gold :-<BR/><BR/>http://www.resourceinvestor.com/pebble.asp?relid=43261<BR/><BR/>So gold is not 'behaving' in any normal(historical) way that it should. At least there is no reason (not apparent to me anyway) for it's incredibly low price (adjusted for inflation and the increasing money supply growth worldwide). So what gives? Any one has any ideas? Would be glad to hear them.<BR/><BR/>On Oil, I think it is on it's way up, regardless of congress intervention/action or what not. <BR/><BR/>Reasoning for this, even if the world goes into recession AND demand decreases, Crude is going to be seen as a an increasingly crucial "Strategic" resource and the major economies WILL buy up any access supply that for their reserves.<BR/><BR/>Just my two cents.Opinehttp://www.blogger.com/profile/12319903923025512120noreply@blogger.comtag:blogger.com,1999:blog-31821779.post-48377112654783678532008-06-05T21:58:00.000+01:002008-06-05T21:58:00.000+01:00Why I am worried about gold :-<BR/><BR/>- Dow went up 200+ points<BR/>- US dollar weakened<BR/>- Crude up highest in dollar terms, nearly USD6<BR/>- Bond yields up<BR/>- Commodities and even silver are up<BR/><BR/>BUT gold is down. Wonder what are could cause this anomaly.Opinehttp://www.blogger.com/profile/12319903923025512120noreply@blogger.com