my answer to Tom's ? on previous thread

[teknobucks]

Both the dollar and the markets are due for a correction--in reverse directions (the correction for the greenback is on). This strong dollar talk from snow and co. will be short lived imo. A return to the let the dollar slide mentality will soon appear. You see to correct the trade imbalance, and to pay off our huge debts with “fiat” money there is no better plan.

Both our markets and the world markets should perform well into 2007(imho). This 2000 naz in particular has mirrored the 1929 Dow bear and seems to have found its Script.:

http://www.zealllc.com/2002/1929.htm (http://www.zealllc.com/2002/1929.htm) (note: if this scary similarity holds go to cash in early 2007!!)



Sooooo if all this occurs why not let the dollars slide accelerate the growth of your equities by being heavy in the I fund.

*The bankers of the world are in control not the governments. (Read the book “Creature from Jekyll Island”) http://www.amazon.com/exec/obidos/tg/detail/-/0912986409/104-7876011-2867134?v=glance

the euro is in and the dollar is on the way out.





Couple of concerns listed below for C and S funds:



1) This bothers me in a way; however most of these folks missed out on the 2003-04 rallies:

http://www.fromthewilderness.com/free/ww3/121504_insider_selling.shtml (http://www.fromthewilderness.com/free/ww3/121504_insider_selling.shtml)



2) Oil is the key….if something like this happens all bets are off:

http://biz.yahoo.com/ap/041218/bin_laden_economic_war_3.html (http://biz.yahoo.com/ap/041218/bin_laden_economic_war_3.html)







We are approaching the normally strong pre-Christmas period with a very strong market. The recent high level of DV indicates accelerated selling has been unable to take prices down. (Folks are buying the dips)

I expect the major indices to be higher on Thursday December 23 than they were on Friday December 17. **just expect….nothing is certain!



My plan is to slowly go to 50% I and 50% G by first week in Jan. 2005.



GL

Tekno:^

[coolhand]

Very interesting tekno, especially the insider selling article.

Your impendingmovecertainly gives me something to consider. I have been contemplating going "I" fund by at least 30% soon, and going to "G" with rest by the end of next week, if for no other reason than to see what the new year may bring. Things could get interestingwith all the talk of the global imbalance. Seems to me something has to give eventually.

However, why do you see a correction in the greenback (you mean short-lived)? The market certainly isn't listening to the President or John Snow. Deficits seem to matter andappear poised to continue to grow.

[teknobucks]

coolhand wrote:
The market certainly isn't listening to the President or John Snow. Deficits seem to matter andappear poised to continue to grow.





true....however the markets do listen to AG and see he is tightening the M3 and raising rates. This along with dubya and snow talking up the dollar should give us strength to buy into the I. using the cyclic trend to position yourself in the I fundwas my point.

dis-claimer: Logic is a systematic method of coming to the wrong conclusion with confidence.

[coolhand]

teknobucks wrote:

dis-claimer: Logic is a systematic method of coming to the wrong conclusion with confidence.





heh, heh, heh, isn't that the truth! :P