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Yup, I got that line drawn too... :D

As far as China is concerned, I am a big fan of FXI, and a detractor of PGJ (unless the USD decides to rally like mad). disclosure: currently long

Equities - Up.

Clinton, for being asleep at the wheel while the middle east moved progressively towards fundamentalism. Worst foreign policy mistake since the handling of the soviets in the early years after WWII which allowed them to get the bomb and took half of europe off the map for 50 years. Here's...

I was in your camp up until about two months ago, when the commodity markets started going nuts. Inherently inflationary. I think the deflationary influences have been whipped for now - the demographic influences are a long-term drag, not a short term influence. Higher bond yields in the...

Well Tony, isn't that the crux of the matter? Bull market in anything and everything. Housing? Up. Equities? Up. Precious Metals? Up. International Equities? Up. Emerging Markets? Up. Everything except as you mentioned bonds, and the US dollar! The 100,000 question, however...

I doubt any of those viewed in the video will ever work for the fed... at least not under this chairman. Interesting that they fear stagflation, isn't it?

Thanks... food for thought. Not sure I agree 100%, but fundamentals there are present.

http://www.elitetrader.com/vb/showthread.php?s=&threadid=58711&highlight=m3 I do find it of some interest that the most recent leg of the run-up where gold cracked USD 550 started on 3/23 (the day of M3 discontinuance). Ditto for the run up in yields on the 30 year bond. Stupid policy...

Bumping this post... Chanced upon this the other day. Not too familiar with Dr. Faber, but have heard his name bantered around with prechter and the other permabears. His references from the italian economist living in Weimar hyperinflationary Germany were interesting...

Please elaborate about this being tied to the end of inflationary cycles - references would be appreciated if you have them.

many northerners in mount pleasant, particularly moving down from the midwest. I thought it was a manageable city. Downtown underwent a bit of a rennaisance in the last 15 years or so. Not so sure about the taxation situation however on state tax.

Huh? May day? 40 years too late my friend.... Exit to where? Uruguay? The Congo? Nepal? Y'all go ahead first and let me know how it works out.

Not until the next administration, or after about 6 months of a real revolt in the republican ranks when GW throws in the towel.

I'm waiting until next year. Tempting, though... particularly that Black card... just for the wow value.

I'm sorry - that was an off the cuff statement earlier. We all know better... especially me. My bad. I don't think BSB and G7 have different perspectives on USD, by the way. He just wants the decline to be orderly, as has been said.

Doesn't faber favor initial hyperinflation followed by deflation these days? I think we had that "asset dip deflation" scare already from 2001-2004. Why else are metals, miners, and ex-US assets going bonkers and US equities staying bid, while long yields are moving higher quite rapidly and...

And consumer confidence is at an all time high. As a consumer ask yourself - is your confidence at an all time high?

Now all he needs is a mega-boat to sail away into the sunset.... Noah's ark comes to mind, but I suspect warren would prefer the queen mary 2. Have been thinking about this whole thread (and series of related threads too). Many significant opportunities abound.

I'm willing to have my judgement clouded once in a while, thanks.