tag:blogger.com,1999:blog-11027528911364475.post4628295738331484414..comments2024-02-18T21:10:05.205-08:00Comments on EconomPic: If I Were Invited to the Bespoke RoundtableJakehttp://www.blogger.com/profile/07946497592651234440noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-11027528911364475.post-30511008965628109882010-12-20T07:48:36.815-08:002010-12-20T07:48:36.815-08:00My two cents. Either all the commodities pretty mu...My two cents. Either all the commodities pretty much rise in unison this year, or they all crash and burn like the last run up before the big dump to 666 on the S & P. All that borrowed money leaving here to chase return in other parts of the world will scramble back to here if the shoomer hits the fan in the ME, Asia and/or Europe. Every country is fiat, and I would view any dump in PMs, among all other asset classes, as a long term buying opportunity. The game is so rigged that we are playing at the casino, and I'm afraid the put us at the roulette table to boot.SPECTRE of Deflationnoreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-33449774303309611892010-12-18T13:59:08.871-08:002010-12-18T13:59:08.871-08:00Great summary, thanks for sharing your view.
Grea...Great summary, thanks for sharing your view.<br /><br />Great video clip from last night, wow!EconomicDisconnecthttps://www.blogger.com/profile/02802078645713106743noreply@blogger.comtag:blogger.com,1999:blog-11027528911364475.post-79806329833795353032010-12-18T12:58:51.630-08:002010-12-18T12:58:51.630-08:00Disagree with you on oil, Jake. Oil's fundamen...Disagree with you on oil, Jake. Oil's fundamentals have become detached from supply and demand due to deregulation. <br /><br />In the last ten years or so mutual funds have been allowed to plow money into commodities and if equities and junk bonds rise then oil's going to go rise with them.Sprizousehttps://www.blogger.com/profile/06764449113845175440noreply@blogger.com