> How you been?

> Is arturo still alive?

> Do you short gold at these levels? Jumped into DZZ last night -
> wondering if I should hold for a bit?

> Comments.

> Most of what Ive read is neutral about the price of NG for 2010.  I
> like CPN as a bearish play on NG, but not quite yet.

> On Nov 30, 2:14 pm, Dave <dave...@gmail.com> wrote:

> > i'd be interested in a play on natural gas if the weather gets
> > colder.  change in weekly inventory has been trending downwards for
> > the last few months and natural gas has been getting hammered.  i'm
> > keeping a distant eye on playing the rebound.  not yet though.

> > On Nov 30, 1:32 pm, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > picking some FTO up~11.45.  Mav

> > > On Nov 30, 9:55 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > Ive stated my case with gold lately, just curious as to other thoughts
> > > > about what might have better upside potential in the near term.  Ive
> > > > looked at some of the refiners lately and they look attractive
> > > > ie.FTO.  thoughts?  Mav- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> i'd be interested in a play on natural gas if the weather gets
> colder.  change in weekly inventory has been trending downwards for
> the last few months and natural gas has been getting hammered.  i'm
> keeping a distant eye on playing the rebound.  not yet though.

> On Nov 30, 1:32 pm, maverick <BIGCAT...@VERIZON.NET> wrote:

> > picking some FTO up~11.45.  Mav

> > On Nov 30, 9:55 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > Ive stated my case with gold lately, just curious as to other thoughts
> > > about what might have better upside potential in the near term.  Ive
> > > looked at some of the refiners lately and they look attractive
> > > ie.FTO.  thoughts?  Mav- Hide quoted text -

> - Show quoted text -

> picking some FTO up~11.45.  Mav

> On Nov 30, 9:55 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > Ive stated my case with gold lately, just curious as to other thoughts
> > about what might have better upside potential in the near term.  Ive
> > looked at some of the refiners lately and they look attractive
> > ie.FTO.  thoughts?  Mav

> Ive stated my case with gold lately, just curious as to other thoughts
> about what might have better upside potential in the near term.  Ive
> looked at some of the refiners lately and they look attractive
> ie.FTO.  thoughts?  Mav

> Hey BT,

> Just curious,  they say 'breakup' the carry trade, the mechanism is
> raising rates? If not, what?

> And, I take it, so you see that extending in to shipping and trade
> more generally, slow down slow down slow down...hmm what's that going
> to drive?

> G

> On Nov 24, 4:23 pm, "B.T." <b.t.hand...@gmail.com> wrote:

> > did anyone just watch the deutsche bank us economist on kudlow talk
> > about a coming breakup of the carry trade crushing gold? sometimes I
> > delete my posts, just to make sure these guys can come up with this
> > stuff on their own.

> > mav i gotta hold here on shippers, rough seas ahead

> > On Nov 24, 1:25 pm, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > I feel pog will revisit 1k again where it will make for a nice trade.
> > > Btw scaling out of my LDK.  Crowded...just like gold.  With gold, if
> > > you were buying it at its low last year up to 1k, would you be selling
> > > it at its current price?...i would.  Mav

> > > On Nov 24, 12:15 pm, rob <rob...@gmail.com> wrote:

> > > > it's funny i was buying auy at 19 when gold was around 1000 over a
> > > > year ago think i might start buying again any thoughts

> > > > On Nov 24, 11:18 am, Dave <dave...@gmail.com> wrote:

> > > > > i am totally out of AUY at 13.47.  just cant see how we can possibly
> > > > > see any more gains with a dip from here

> > > > > On Nov 24, 9:54 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > > > 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> > > > > > good now anyway.

> > > > > > On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > > > > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > > > > > > where it turns off resistance and heads higher...im in.  Mav

> > > > > > > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > > > > > > The US is one of the largest holders of gold in the world....devalue
> > > > > > > > the dollar on a controlled trajectory until u are at the point where u
> > > > > > > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > > > > > > going down..ie..treasurys). sell some gold and pay off some debt
> > > > > > > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > > > > > > and other excess capital holdings. Either way the point in the game is
> > > > > > > > to make money and soon the dollar will begin to look cheap again and
> > > > > > > > people will get long on it and that will in turn create a short
> > > > > > > > squeze...which will bring gold back in line.  Its all about where u
> > > > > > > > squeeze...and the herd goes one way, then set your position and
> > > > > > > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > > > > > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > > > > > > critical roles in the equities markets, but what I am mainly getting
> > > > > > > > > at, the most basic point, that eventually everyone is going to realize
> > > > > > > > > that the US has this thing under control and why the heck am I paying
> > > > > > > > > so much for gold when US equities are yielding such nice dividends? I
> > > > > > > > > am not calling a bottom for the dollar right here though.

> > > > > > > > > I believe that Bernanke may go down in history as a financial genius.
> > > > > > > > > If you skip past the meltdown, the dollar is just right about where we
> > > > > > > > > might have extrapolated it years ago to be here just from the charts.
> > > > > > > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > > > > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > > > > > > still right here. Imagine next year sometime that in one week the
> > > > > > > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > > > > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > > > > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > > > > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > > > > > > and thinking again

> > > > > > > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > > > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > > > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > > > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > > > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > > > > > > hedge fund liquidation from last year anyway.

> > > > > > > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > > > > > > fund, just too ballsy.

> > > > > > > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > > > > > > Hey BT,

> > > > > > > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > > > > > > response to your dollar scenario.

> > > > > > > > > > > > G

> > > > > > > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > > > > > > it can be done.

> > > > > > > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > > > > > > is going to have one hell of a rally as output picks back up, and

> did anyone just watch the deutsche bank us economist on kudlow talk
> about a coming breakup of the carry trade crushing gold? sometimes I
> delete my posts, just to make sure these guys can come up with this
> stuff on their own.

> mav i gotta hold here on shippers, rough seas ahead

> On Nov 24, 1:25 pm, maverick <BIGCAT...@VERIZON.NET> wrote:

> > I feel pog will revisit 1k again where it will make for a nice trade.
> > Btw scaling out of my LDK.  Crowded...just like gold.  With gold, if
> > you were buying it at its low last year up to 1k, would you be selling
> > it at its current price?...i would.  Mav

> > On Nov 24, 12:15 pm, rob <rob...@gmail.com> wrote:

> > > it's funny i was buying auy at 19 when gold was around 1000 over a
> > > year ago think i might start buying again any thoughts

> > > On Nov 24, 11:18 am, Dave <dave...@gmail.com> wrote:

> > > > i am totally out of AUY at 13.47.  just cant see how we can possibly
> > > > see any more gains with a dip from here

> > > > On Nov 24, 9:54 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > > 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> > > > > good now anyway.

> > > > > On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > > > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > > > > > where it turns off resistance and heads higher...im in.  Mav

> > > > > > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > > > > > The US is one of the largest holders of gold in the world....devalue
> > > > > > > the dollar on a controlled trajectory until u are at the point where u
> > > > > > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > > > > > going down..ie..treasurys). sell some gold and pay off some debt
> > > > > > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > > > > > and other excess capital holdings. Either way the point in the game is
> > > > > > > to make money and soon the dollar will begin to look cheap again and
> > > > > > > people will get long on it and that will in turn create a short
> > > > > > > squeze...which will bring gold back in line.  Its all about where u
> > > > > > > squeeze...and the herd goes one way, then set your position and
> > > > > > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > > > > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > > > > > critical roles in the equities markets, but what I am mainly getting
> > > > > > > > at, the most basic point, that eventually everyone is going to realize
> > > > > > > > that the US has this thing under control and why the heck am I paying
> > > > > > > > so much for gold when US equities are yielding such nice dividends? I
> > > > > > > > am not calling a bottom for the dollar right here though.

> > > > > > > > I believe that Bernanke may go down in history as a financial genius.
> > > > > > > > If you skip past the meltdown, the dollar is just right about where we
> > > > > > > > might have extrapolated it years ago to be here just from the charts.
> > > > > > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > > > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > > > > > still right here. Imagine next year sometime that in one week the
> > > > > > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > > > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > > > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > > > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > > > > > and thinking again

> > > > > > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > > > > > hedge fund liquidation from last year anyway.

> > > > > > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > > > > > fund, just too ballsy.

> > > > > > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > > > > > Hey BT,

> > > > > > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > > > > > response to your dollar scenario.

> > > > > > > > > > > G

> > > > > > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > > > > > it can be done.

> > > > > > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > > > > > > early indicator because I believe equities will advance into this
> > > > > > > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > > > > > > order.

> > > > > > > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -

> I feel pog will revisit 1k again where it will make for a nice trade.
> Btw scaling out of my LDK.  Crowded...just like gold.  With gold, if
> you were buying it at its low last year up to 1k, would you be selling
> it at its current price?...i would.  Mav

> On Nov 24, 12:15 pm, rob <rob...@gmail.com> wrote:

> > it's funny i was buying auy at 19 when gold was around 1000 over a
> > year ago think i might start buying again any thoughts

> > On Nov 24, 11:18 am, Dave <dave...@gmail.com> wrote:

> > > i am totally out of AUY at 13.47.  just cant see how we can possibly
> > > see any more gains with a dip from here

> > > On Nov 24, 9:54 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> > > > good now anyway.

> > > > On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > > > > where it turns off resistance and heads higher...im in.  Mav

> > > > > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > > > > The US is one of the largest holders of gold in the world....devalue
> > > > > > the dollar on a controlled trajectory until u are at the point where u
> > > > > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > > > > going down..ie..treasurys). sell some gold and pay off some debt
> > > > > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > > > > and other excess capital holdings. Either way the point in the game is
> > > > > > to make money and soon the dollar will begin to look cheap again and
> > > > > > people will get long on it and that will in turn create a short
> > > > > > squeze...which will bring gold back in line.  Its all about where u
> > > > > > squeeze...and the herd goes one way, then set your position and
> > > > > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > > > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > > > > critical roles in the equities markets, but what I am mainly getting
> > > > > > > at, the most basic point, that eventually everyone is going to realize
> > > > > > > that the US has this thing under control and why the heck am I paying
> > > > > > > so much for gold when US equities are yielding such nice dividends? I
> > > > > > > am not calling a bottom for the dollar right here though.

> > > > > > > I believe that Bernanke may go down in history as a financial genius.
> > > > > > > If you skip past the meltdown, the dollar is just right about where we
> > > > > > > might have extrapolated it years ago to be here just from the charts.
> > > > > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > > > > still right here. Imagine next year sometime that in one week the
> > > > > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > > > > and thinking again

> > > > > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > > > > hedge fund liquidation from last year anyway.

> > > > > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > > > > fund, just too ballsy.

> > > > > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > > > > Hey BT,

> > > > > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > > > > response to your dollar scenario.

> > > > > > > > > > G

> > > > > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > > > > it can be done.

> > > > > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > > > > > early indicator because I believe equities will advance into this
> > > > > > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > > > > > order.

> > > > > > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> it's funny i was buying auy at 19 when gold was around 1000 over a
> year ago think i might start buying again any thoughts

> On Nov 24, 11:18 am, Dave <dave...@gmail.com> wrote:

> > i am totally out of AUY at 13.47.  just cant see how we can possibly
> > see any more gains with a dip from here

> > On Nov 24, 9:54 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> > > good now anyway.

> > > On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > > > where it turns off resistance and heads higher...im in.  Mav

> > > > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > > > The US is one of the largest holders of gold in the world....devalue
> > > > > the dollar on a controlled trajectory until u are at the point where u
> > > > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > > > going down..ie..treasurys). sell some gold and pay off some debt
> > > > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > > > and other excess capital holdings. Either way the point in the game is
> > > > > to make money and soon the dollar will begin to look cheap again and
> > > > > people will get long on it and that will in turn create a short
> > > > > squeze...which will bring gold back in line.  Its all about where u
> > > > > squeeze...and the herd goes one way, then set your position and
> > > > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > > > critical roles in the equities markets, but what I am mainly getting
> > > > > > at, the most basic point, that eventually everyone is going to realize
> > > > > > that the US has this thing under control and why the heck am I paying
> > > > > > so much for gold when US equities are yielding such nice dividends? I
> > > > > > am not calling a bottom for the dollar right here though.

> > > > > > I believe that Bernanke may go down in history as a financial genius.
> > > > > > If you skip past the meltdown, the dollar is just right about where we
> > > > > > might have extrapolated it years ago to be here just from the charts.
> > > > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > > > still right here. Imagine next year sometime that in one week the
> > > > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > > > and thinking again

> > > > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > > > hedge fund liquidation from last year anyway.

> > > > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > > > fund, just too ballsy.

> > > > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > > > Hey BT,

> > > > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > > > response to your dollar scenario.

> > > > > > > > > G

> > > > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > > > it can be done.

> > > > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > > > > early indicator because I believe equities will advance into this
> > > > > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > > > > order.

> > > > > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> i am totally out of AUY at 13.47.  just cant see how we can possibly
> see any more gains with a dip from here

> On Nov 24, 9:54 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> > good now anyway.

> > On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > > where it turns off resistance and heads higher...im in.  Mav

> > > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > > The US is one of the largest holders of gold in the world....devalue
> > > > the dollar on a controlled trajectory until u are at the point where u
> > > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > > going down..ie..treasurys). sell some gold and pay off some debt
> > > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > > and other excess capital holdings. Either way the point in the game is
> > > > to make money and soon the dollar will begin to look cheap again and
> > > > people will get long on it and that will in turn create a short
> > > > squeze...which will bring gold back in line.  Its all about where u
> > > > squeeze...and the herd goes one way, then set your position and
> > > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > > critical roles in the equities markets, but what I am mainly getting
> > > > > at, the most basic point, that eventually everyone is going to realize
> > > > > that the US has this thing under control and why the heck am I paying
> > > > > so much for gold when US equities are yielding such nice dividends? I
> > > > > am not calling a bottom for the dollar right here though.

> > > > > I believe that Bernanke may go down in history as a financial genius.
> > > > > If you skip past the meltdown, the dollar is just right about where we
> > > > > might have extrapolated it years ago to be here just from the charts.
> > > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > > still right here. Imagine next year sometime that in one week the
> > > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > > and thinking again

> > > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > > hedge fund liquidation from last year anyway.

> > > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > > fund, just too ballsy.

> > > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > > Hey BT,

> > > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > > response to your dollar scenario.

> > > > > > > > G

> > > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > > it can be done.

> > > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > > > early indicator because I believe equities will advance into this
> > > > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > > > order.

> > > > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -

> 2-3 minutes later and 2-3%off...i'll take a little more, techs look
> good now anyway.

> On Nov 24, 9:44 am, maverick <BIGCAT...@VERIZON.NET> wrote:

> > Bt, if your out there...your OCNF around 1.05ish....i think this is
> > where it turns off resistance and heads higher...im in.  Mav

> > On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > > The US is one of the largest holders of gold in the world....devalue
> > > the dollar on a controlled trajectory until u are at the point where u
> > > are worth more than ur overall debt...Gold going up and dollar(debt
> > > going down..ie..treasurys). sell some gold and pay off some debt
> > > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > > and other excess capital holdings. Either way the point in the game is
> > > to make money and soon the dollar will begin to look cheap again and
> > > people will get long on it and that will in turn create a short
> > > squeze...which will bring gold back in line.  Its all about where u
> > > squeeze...and the herd goes one way, then set your position and
> > > squezze the other way.  Heeeeheeeeeeeeeeeee

> > > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > i'm not sure i follow you here, since the dollar and oil have played
> > > > critical roles in the equities markets, but what I am mainly getting
> > > > at, the most basic point, that eventually everyone is going to realize
> > > > that the US has this thing under control and why the heck am I paying
> > > > so much for gold when US equities are yielding such nice dividends? I
> > > > am not calling a bottom for the dollar right here though.

> > > > I believe that Bernanke may go down in history as a financial genius.
> > > > If you skip past the meltdown, the dollar is just right about where we
> > > > might have extrapolated it years ago to be here just from the charts.
> > > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > > still right here. Imagine next year sometime that in one week the
> > > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > > season '10 could be it. Need to keep thinking and looking and digging
> > > > and thinking again

> > > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > > the dollar continues to falter in a very controlled drop and gold
> > > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > > hedge fund liquidation from last year anyway.

> > > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > i like the way you think. i need to spend some time looking into the
> > > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > > i need to dig in a little more before jumping on board though. I am
> > > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > > fund, just too ballsy.

> > > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > > Hey BT,

> > > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > > response to your dollar scenario.

> > > > > > > G

> > > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > > it can be done.

> > > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > > early indicator because I believe equities will advance into this
> > > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > > order.

> > > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > > - Show quoted text -- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -

> Bt, if your out there...your OCNF around 1.05ish....i think this is
> where it turns off resistance and heads higher...im in.  Mav

> On Nov 19, 7:10 pm, stocky <jhoel...@hotmail.com> wrote:

> > The US is one of the largest holders of gold in the world....devalue
> > the dollar on a controlled trajectory until u are at the point where u
> > are worth more than ur overall debt...Gold going up and dollar(debt
> > going down..ie..treasurys). sell some gold and pay off some debt
> > cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> > and other excess capital holdings. Either way the point in the game is
> > to make money and soon the dollar will begin to look cheap again and
> > people will get long on it and that will in turn create a short
> > squeze...which will bring gold back in line.  Its all about where u
> > squeeze...and the herd goes one way, then set your position and
> > squezze the other way.  Heeeeheeeeeeeeeeeee

> > On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > i'm not sure i follow you here, since the dollar and oil have played
> > > critical roles in the equities markets, but what I am mainly getting
> > > at, the most basic point, that eventually everyone is going to realize
> > > that the US has this thing under control and why the heck am I paying
> > > so much for gold when US equities are yielding such nice dividends? I
> > > am not calling a bottom for the dollar right here though.

> > > I believe that Bernanke may go down in history as a financial genius.
> > > If you skip past the meltdown, the dollar is just right about where we
> > > might have extrapolated it years ago to be here just from the charts.
> > > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > > done! Look at the liabilities and exposure taken on! And yet, we are
> > > still right here. Imagine next year sometime that in one week the
> > > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > > season '10 could be it. Need to keep thinking and looking and digging
> > > and thinking again

> > > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > > So you don't buy into the US$ carry trade argument? My guess is that
> > > > the dollar continues to falter in a very controlled drop and gold
> > > > makes it to $1300 without breaking a sweat. Take a look at the
> > > > extended dollar chart. It looks like a controlled drop to me.....post
> > > > hedge fund liquidation from last year anyway.

> > > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > i like the way you think. i need to spend some time looking into the
> > > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > > i need to dig in a little more before jumping on board though. I am
> > > > > not even sure if June would provide enough time, and db doesn't offer
> > > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > > fund, just too ballsy.

> > > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > > Hey BT,

> > > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > > response to your dollar scenario.

> > > > > > G

> > > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > > it can be done.

> > > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > > early indicator because I believe equities will advance into this
> > > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > > order.

> > > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> The US is one of the largest holders of gold in the world....devalue
> the dollar on a controlled trajectory until u are at the point where u
> are worth more than ur overall debt...Gold going up and dollar(debt
> going down..ie..treasurys). sell some gold and pay off some debt
> cheaply.  Then reinflate the dollar by pulling back supply,,,ie TARP
> and other excess capital holdings. Either way the point in the game is
> to make money and soon the dollar will begin to look cheap again and
> people will get long on it and that will in turn create a short
> squeze...which will bring gold back in line.  Its all about where u
> squeeze...and the herd goes one way, then set your position and
> squezze the other way.  Heeeeheeeeeeeeeeeee

> On Nov 19, 10:13 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > i'm not sure i follow you here, since the dollar and oil have played
> > critical roles in the equities markets, but what I am mainly getting
> > at, the most basic point, that eventually everyone is going to realize
> > that the US has this thing under control and why the heck am I paying
> > so much for gold when US equities are yielding such nice dividends? I
> > am not calling a bottom for the dollar right here though.

> > I believe that Bernanke may go down in history as a financial genius.
> > If you skip past the meltdown, the dollar is just right about where we
> > might have extrapolated it years ago to be here just from the charts.
> > BUT, and that is one big-ass BUT, look what Treasury and Fed have
> > done! Look at the liabilities and exposure taken on! And yet, we are
> > still right here. Imagine next year sometime that in one week the
> > following 3 things take place: 1) HD smashes earnings, 2) Treasury
> > exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> > Another US bull market and a strengthening dollar. 2nd qtr earnings
> > season '10 could be it. Need to keep thinking and looking and digging
> > and thinking again

> > On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > > So you don't buy into the US$ carry trade argument? My guess is that
> > > the dollar continues to falter in a very controlled drop and gold
> > > makes it to $1300 without breaking a sweat. Take a look at the
> > > extended dollar chart. It looks like a controlled drop to me.....post
> > > hedge fund liquidation from last year anyway.

> > > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > i like the way you think. i need to spend some time looking into the
> > > > db dollar funds, they are kinda new, and I need to check how they move
> > > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > > dxy it looks like. I'm gonna keep following... i actually like the
> > > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > > i need to dig in a little more before jumping on board though. I am
> > > > not even sure if June would provide enough time, and db doesn't offer
> > > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > > fund, just too ballsy.

> > > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > > Hey BT,

> > > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > > response to your dollar scenario.

> > > > > G

> > > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > > i think there are so many places where a dollar rally could trigger...
> > > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > > it can be done.

> > > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > > week over week for some time now, and I thought, you know this whole
> > > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > > is going to have one hell of a rally as output picks back up, and
> > > > > > there are so many good press releases that can happen. So, my timing
> > > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > > early indicator because I believe equities will advance into this
> > > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > > order.

> > > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> i'm not sure i follow you here, since the dollar and oil have played
> critical roles in the equities markets, but what I am mainly getting
> at, the most basic point, that eventually everyone is going to realize
> that the US has this thing under control and why the heck am I paying
> so much for gold when US equities are yielding such nice dividends? I
> am not calling a bottom for the dollar right here though.

> I believe that Bernanke may go down in history as a financial genius.
> If you skip past the meltdown, the dollar is just right about where we
> might have extrapolated it years ago to be here just from the charts.
> BUT, and that is one big-ass BUT, look what Treasury and Fed have
> done! Look at the liabilities and exposure taken on! And yet, we are
> still right here. Imagine next year sometime that in one week the
> following 3 things take place: 1) HD smashes earnings, 2) Treasury
> exits from AIG, and 3) fed funds rate back to .75-1.00%. result?
> Another US bull market and a strengthening dollar. 2nd qtr earnings
> season '10 could be it. Need to keep thinking and looking and digging
> and thinking again

> On Nov 19, 9:49 am, John <jfw_2...@hotmail.com> wrote:

> > So you don't buy into the US$ carry trade argument? My guess is that
> > the dollar continues to falter in a very controlled drop and gold
> > makes it to $1300 without breaking a sweat. Take a look at the
> > extended dollar chart. It looks like a controlled drop to me.....post
> > hedge fund liquidation from last year anyway.

> > On Nov 19, 6:24 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > i like the way you think. i need to spend some time looking into the
> > > db dollar funds, they are kinda new, and I need to check how they move
> > > with the dollar. 27 uup correlates roughly back to upper 80s on the
> > > dxy it looks like. I'm gonna keep following... i actually like the
> > > june 25 better, it looks discounted. I think maybe on dollar crap days
> > > (maybe today with jobs numbers) it might not be bad to start loading.
> > > i need to dig in a little more before jumping on board though. I am
> > > not even sure if June would provide enough time, and db doesn't offer
> > > leaps on those funds. I'm also not willling to sell puts on the bear
> > > fund, just too ballsy.

> > > On Nov 18, 3:49 pm, x <badg...@gmail.com> wrote:

> > > > Hey BT,

> > > > how about june 27 calls on UUP, at a nickel? Just a thought in
> > > > response to your dollar scenario.

> > > > G

> > > > On Nov 18, 11:18 am, "B.T." <b.t.hand...@gmail.com> wrote:

> > > > > i can't see $20 only because I don't think this is a $20 stock.

> > > > > i think there are so many places where a dollar rally could trigger...
> > > > > jobless claims, repayment of TARP, repeal of unused stimulis money,
> > > > > exit from GM, exit from AIG, interest rate hikes, taxes, etc etc etc
> > > > > ad infinitum ad nauseum. Bottom line, I am starting to really believe
> > > > > it can be done.

> > > > > Yesterday I was counting some physical cash that's been building up,
> > > > > week over week for some time now, and I thought, you know this whole
> > > > > business with the yuan pegged to the dollar, and how for just every
> > > > > $1,500 I could go downtown to the swap and pick up a fresh $10K in
> > > > > yuans. But then wait... the yuan can not be simply "un-pegged" from
> > > > > the dollar... it is a dilluted dollar that makes the yuan what it is,
> > > > > from holding so much treasury debt. That's when it hit me, the dollar
> > > > > is going to have one hell of a rally as output picks back up, and
> > > > > there are so many good press releases that can happen. So, my timing
> > > > > may be off, January just too soon for gold to be coming back down on a
> > > > > dollar rally, but I will call it the Great Bull Dollar Rally and Gold
> > > > > Collapse of 2010. Early indicators will be the break up of the current
> > > > > carry trade/deflatioilary economics of the last year. I see it as an
> > > > > early indicator because I believe equities will advance into this
> > > > > prolonged dollar rally as a return to safety, stability, and fiscal
> > > > > order.

> > > > > btw mav, shaving off more OCNF today, this thing is just nuts- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -