Illusional Delusion

Roger Nusbaum Talks About Buying Agriculture

When you can't invest in companies that should be productive, the massive dollar printing makes the food coming to your table more valuable than money itself. My 2 cents at least.

On Jun 02 03:06 PM Fighting Yoda wrote:

> I think the rally in commodities has been far too strong, even for

Roger Nusbaum Talks About Buying Agriculture

Yes, contrarian indeed. When even the talking heads are bearish, it seems very bullish indeed. I'm fearful as a bear and as a citizen who has more than my current lifetime left to live. Inflation without job creation, the perfect mix for stagflation before hyperinflation.

On Jun 02 02:02 PM Stone Fox Capital wrote:

> Everybody continues to expect a huge selloff that scares

How Does $9000 Gold Sound?

You can't fill your stomach with gold. The gold standard is just a means of equating value while maintaining liquidity, but if the country is poorly run, fiat nor gold will work.

9k? If USD is no longer the preferred reserve currency, yes. In fact, it will be 1 billion/ oz.

Gold's Net Longs and Gold / Oil Ratio

gold, imo, is indeed the most stable currency. but the problem with any investment right now is the widespread fear and instability as to whether the unrealistic stimuli will work like it is hoped to be. who will honor the value of gold if there is not trust whatsoever in doing business?

Tuesday Outlook: Commodities, Emerging Markets, More

I don't think that is the case, since probably the entire congress needs to be examined over their lack of oversight before the "crisis". It always amazes me how these people can get to congress but now we can evaluate whether these men and women can really lead. Hopefully, this lesson will not be lost within 2 weeks by the media.

I'm against the bailout as well, and I hold stocks also. I think a correction is more beneficial to the global economy than the bailout. Corrections are needed to right inflated prices. Besides, the consolidation of banks probably mean that the good banks probably did enough homework to avoid going out of business anyway, so why do we need a 700 billion blank check now? Fishy right?

Dollar Goes Down Along with Bailout Plan

Frankly, that's a brilliant idea, outtafavr. The only problem now would be the borrowing, right?

Dollar Goes Down Along with Bailout Plan

I'm not sure if I'm correct, but say the US market tanks to 8k Dow, the world will more or less than by the same margin unless there is a big uplift. That plays part A of why the dollar will hold or rise against the other currencies.

Then part B will be where other countries which rely on export will try to hold their currency lower than USD, so they are more likely to cut rates if they could against the USD.

I might be wrong, but that's what I think. And it's a gut feeling.