Comments on: Dollar to turn back up? http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/ Thoughts on the markets and the decline of the west Sun, 28 Nov 2010 14:28:02 +0000 http://wordpress.org/?v=2.6 By: Mike http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/#comment-987 Mike Thu, 01 Jan 2009 10:31:12 +0000 http://sovereignspeculator.com/?p=2230#comment-987 That is always bullish. Do you have a link to share? That is always bullish. Do you have a link to share?

]]> By: hcrosby http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/#comment-981 hcrosby Wed, 31 Dec 2008 22:28:47 +0000 http://sovereignspeculator.com/?p=2230#comment-981 About 95% of all analysts are now bearish on oil. Do you think that is bullish? About 95% of all analysts are now bearish on oil. Do you think that is bullish?

]]> By: Mike http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/#comment-977 Mike Wed, 31 Dec 2008 09:46:16 +0000 http://sovereignspeculator.com/?p=2230#comment-977 "1. Doesn’t all fiat turn to dust rapidly vs. gold as governments overspend on the endless bailouts without any ability to repay the loans except by printing?" Not necessarily rapidly. Look at Japan. 2. Might we even see some sovereign debt default. Yes, lots. 3. Can a private individual buy credit default swaps against sovereign debt? Only if you have an 8 or 9 figure account. If there is a Treasury sell off where will that money go? It just changes hands. “1. Doesn’t all fiat turn to dust rapidly vs. gold as governments overspend on the endless bailouts without any ability to repay the loans except by printing?”

Not necessarily rapidly. Look at Japan.

2. Might we even see some sovereign debt default.
Yes, lots.

3. Can a private individual buy credit default swaps against sovereign debt?
Only if you have an 8 or 9 figure account.

If there is a Treasury sell off where will that money go?
It just changes hands.

]]> By: Richard http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/#comment-976 Richard Wed, 31 Dec 2008 07:30:26 +0000 http://sovereignspeculator.com/?p=2230#comment-976 If there is a Treasury sell off where will that money go? Given it is likely owned by wisely fearful individuals, one must surely anticipate some to find its way into the Gold market. Especially as the rationale for selling now would not likely be a greater risk appetite but fear about the solvency of the US. Where to hide? Gold...Oil maybe. Anticipation of renewed USD strength is an anticipation of another wave of liquidations. The deflationary implications of this must be bullish Treasuries. Personally i am short Treasuries and long Gold. The Treasury short is easier, as i will know if i am wrong cheaply. If there is a Treasury sell off where will that money go?
Given it is likely owned by wisely fearful individuals, one must surely anticipate some to find its way into the Gold market.
Especially as the rationale for selling now would not likely be a greater risk appetite but fear about the solvency of the US.
Where to hide? Gold…Oil maybe.
Anticipation of renewed USD strength is an anticipation of another wave of liquidations. The deflationary implications of this must be bullish Treasuries.
Personally i am short Treasuries and long Gold. The Treasury short is easier, as i will know if i am wrong cheaply.

]]> By: LEONARD http://sovereignspeculator.com/2008/12/30/dollar-to-turn-back-up/#comment-974 LEONARD Wed, 31 Dec 2008 03:45:42 +0000 http://sovereignspeculator.com/?p=2230#comment-974 1. Doesn't all fiat turn to dust rapidly vs. gold as governments overspend on the endless bailouts without any ability to repay the loans except by printing? 2. Might we even see some sovereign debt default. 3. Can a private individual buy credit default swaps against sovereign debt? Thank you. 1. Doesn’t all fiat turn to dust rapidly vs. gold as governments overspend on the endless bailouts without any ability to repay the loans except by printing?

2. Might we even see some sovereign debt default.

3. Can a private individual buy credit default swaps against sovereign debt?

Thank you.

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