sheridan

USD Outlook: Long Term Bullishness

I like the contrarian viewpoint and the trend is up. However, William Ekhardt has stated he believes stochastics to be worthless as a technical tool.
I doubt anyone on this board or site can touch his record or research capabilities. Jim Rogers, George Soros and Faber all say the dollar is "doomed" or "like GM a short at any price" so I guess its really a matter of your time horizon.

The End of Gold, Part Two

Does it bother anyone that everybody on this site is short treasuries and long gold? When was the last time everybody was right?

Deflation Is Just Around the Corner

If the dollar continues to crater- wouldn't that cause investors to demand higher interest rates/yields on long term treasuries? I'm going to be paid back in a currency worth far less than what I lent the government.
Thus far, it seems to have no effect on appetite for bonds.

In the Long Run, the Dollar Is Dead

The reduction in long term debt purchases sure hasn't been reflected in yields- even with the Dollar cratering. Can you say "Bernanke Bid"
The idea of Fed's standing bid in the market to flatten the yield curve has to be the only thing propping up the long end of the market. Even George Soros and Jim Rogers are shaking their heads.

The American Crisis and the Case for an Inflationary Depression

Foreign governments have not reduced tehir purchase of US Debt -yet in fact China is increasing purchases in a desperate attempt to support their own economy- that is what Paulson was doing over there earlier this week.
Also, why does everyone use the word deflation and not dis-inflation?
hard assets were over-inflated and must revert to their true value.
If your house went up 100% in 5 years, it should go down to reflect a 30%ish appreciation level over that same time period. I would not call that deflation.

Dollar Rally Should Continue As Recession Reality Sets In

The dollar is not going up because it is a safe haven!
It is a result of forced liquidation.
We're the largest debtor nation in the history of the world.
This will continue for the short term but be ready to short the dollar again once the trend changes- Dollar is doomed!!!!!!!!!!!!!!!!...