Against Aphobus

Profiting From Bernanke's Super-Fed and Obama's Newer Deal

Very eloquent! You clearly communicate the deep concerns shared by many of us "irrational gold-bugs".

Yes, your expectations do not fit nicely within the channel of normal market ranges and yes, more and more people are beginning to make similar statements, but wouldn't you expect as much if we are in fact witnessing a real paradigm shift?

Beat the Bull Market With Oil and Russia Plays

I replied to your other article calling for a 2009 bull market (see below). This one seems far more valid. Oil should do well. Stocks have many issues left to overcome.

On Jan 04 10:03 AM Against Aphobus wrote:

> What about the fact that none of the economic fundamentals have improved!?!
> The market will not just rise (sustainably) because some time has
> passed and a few sketchy technical points have been crossed. Inflation
> is the one "force of nature" effect that will push markets up (not
> in VALUE but in PRICE). Other than that, I don't see much of a case
> for a sustained bull market.
>
> Even admitting that inflation by itself is a bullish force on stock
> prices, with earnings in the toilet and borrowing difficult, I'd
> rather invest in commodities.