Comments on: Are Gold and US Treasuries in Conflict? http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/ Energy and Economics Sun, 14 Mar 2010 00:33:48 -0500 http://wordpress.org/?v=2.9.2 hourly 1 By: suldog http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3844 suldog Wed, 28 Oct 2009 10:43:52 +0000 http://gregor.us/?p=2195#comment-3844 Woops, meant treasuries announcing "deflation"! Woops, meant treasuries announcing “deflation”!

]]> By: suldog http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3843 suldog Wed, 28 Oct 2009 10:41:48 +0000 http://gregor.us/?p=2195#comment-3843 Steve, <br>The treasuries are announcing inflation because their yields are being held aritificially low by Fed purchases and by swaps for US agency debt from foreign govts ... the unbelievable manipulation continues.<br><a href="http://www.chrismartenson.com/martensonreport/shell-game-how-federal-reserve-monetizing-debt" rel="nofollow">http://www.chrismartenson.com/martensonreport/s...</a> Steve,
The treasuries are announcing inflation because their yields are being held aritificially low by Fed purchases and by swaps for US agency debt from foreign govts … the unbelievable manipulation continues.
http://www.chrismartenson.com/martensonreport/s...

]]> By: mika2k1 http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3684 mika2k1 Sun, 11 Oct 2009 21:14:05 +0000 http://gregor.us/?p=2195#comment-3684 Those that are pushing gold, bought it at $400. Although there's talk of the "China put", personally, I don't believe China is so stupid as to further waste its dollars on gold. The anglo-american imperialist machine is now completely exposed as financially, morally, and culturally bankrupt. Further gold manipulation is pointless. The political point has already been made. Those that are pushing gold, bought it at $400. Although there's talk of the “China put”, personally, I don't believe China is so stupid as to further waste its dollars on gold. The anglo-american imperialist machine is now completely exposed as financially, morally, and culturally bankrupt. Further gold manipulation is pointless. The political point has already been made.

]]> By: Stubos http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3683 Stubos Sun, 11 Oct 2009 20:18:11 +0000 http://gregor.us/?p=2195#comment-3683 If only it were that simple. I like to have contrarian investments, looking for the thing no-one is paying attention to as a potential low-risk bet. This is not the case if you are going against gold. Betting against the trend is a really bad idea, even if it is the flavor of the day/month/year for the bobbleheads on CNBC. Find some out-of the money yet solvent natural gas play or something like that, stay out of the way of the gold bull or jump on the wagon, it looks higher. If only it were that simple. I like to have contrarian investments, looking for the thing no-one is paying attention to as a potential low-risk bet. This is not the case if you are going against gold. Betting against the trend is a really bad idea, even if it is the flavor of the day/month/year for the bobbleheads on CNBC. Find some out-of the money yet solvent natural gas play or something like that, stay out of the way of the gold bull or jump on the wagon, it looks higher.

]]> By: mika2k1 http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3631 mika2k1 Sun, 11 Oct 2009 18:14:05 +0000 http://gregor.us/?p=2195#comment-3631 Those that are pushing gold, bought it at $400. Although there's talk of the "China put", personally, I don't believe China is so stupid as to further waste its dollars on gold. The anglo-american imperialist machine is now completely exposed as financially, morally, and culturally bankrupt. Further gold manipulation is pointless. The political point has already been made. Those that are pushing gold, bought it at $400. Although there's talk of the “China put”, personally, I don't believe China is so stupid as to further waste its dollars on gold. The anglo-american imperialist machine is now completely exposed as financially, morally, and culturally bankrupt. Further gold manipulation is pointless. The political point has already been made.

]]> By: Stubos http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3630 Stubos Sun, 11 Oct 2009 17:18:11 +0000 http://gregor.us/?p=2195#comment-3630 If only it were that simple. I like to have contrarian investments, looking for the thing no-one is paying attention to as a potential low-risk bet. This is not the case if you are going against gold. Betting against the trend is a really bad idea, even if it is the flavor of the day/month/year for the bobbleheads on CNBC. Find some out-of the money yet solvent natural gas play or something like that, stay out of the way of the gold bull or jump on the wagon, it looks higher. If only it were that simple. I like to have contrarian investments, looking for the thing no-one is paying attention to as a potential low-risk bet. This is not the case if you are going against gold. Betting against the trend is a really bad idea, even if it is the flavor of the day/month/year for the bobbleheads on CNBC. Find some out-of the money yet solvent natural gas play or something like that, stay out of the way of the gold bull or jump on the wagon, it looks higher.

]]> By: steve_from_virginia http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3629 steve_from_virginia Sun, 11 Oct 2009 05:01:56 +0000 http://gregor.us/?p=2195#comment-3629 Stocks and Treasuries are at odds as well, stocks are inflationary in and of themselves, Treasuries are announcing deflation and are very pricey, indeed, particularly 30yr.<br><br>But, I think the finance markets are in their own world, far removed from the constraints of more and more expensive energy and declining wage- earnings. Maybe there is too much emphasis on the Fed, I have to admit to this, myself. <br><br>Finance is a liquidity machine right now, the opportunity for any market to assess reality will get pushed ever farther into the future. Stocks and Treasuries are at odds as well, stocks are inflationary in and of themselves, Treasuries are announcing deflation and are very pricey, indeed, particularly 30yr.

But, I think the finance markets are in their own world, far removed from the constraints of more and more expensive energy and declining wage- earnings. Maybe there is too much emphasis on the Fed, I have to admit to this, myself.

Finance is a liquidity machine right now, the opportunity for any market to assess reality will get pushed ever farther into the future.

]]> By: marketfolly http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3626 marketfolly Fri, 09 Oct 2009 19:00:18 +0000 http://gregor.us/?p=2195#comment-3626 Excellent read Gregor, thanks. Accrued Interest took a look at the 10 yr as well: <a href="http://accruedint.blogspot.com/2009/10/treasury-yields-he-steps-off-gantry.html" rel="nofollow">http://accruedint.blogspot.com/2009/10/treasury...</a> <br><br>Interesting to see certainly, and the flight to short term treasuries is notable as well. Excellent read Gregor, thanks. Accrued Interest took a look at the 10 yr as well: http://accruedint.blogspot.com/2009/10/treasury...

Interesting to see certainly, and the flight to short term treasuries is notable as well.

]]> By: Bernard_S http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3625 Bernard_S Fri, 09 Oct 2009 15:48:30 +0000 http://gregor.us/?p=2195#comment-3625 Could you explain exactly what you mean by "...and more with regard to restoration from the acute phase of the crisis...<br><br>Thanks Could you explain exactly what you mean by “…and more with regard to restoration from the acute phase of the crisis…

Thanks

]]> By: mika2k1 http://gregor.us/policy/are-gold-and-us-treasuries-in-conflict/comment-page-1/#comment-3624 mika2k1 Fri, 09 Oct 2009 11:46:54 +0000 http://gregor.us/?p=2195#comment-3624 The crowd is always wrong. And when CNBC is talking gold, you know youz gonna get washed out. The crowd is always wrong. And when CNBC is talking gold, you know youz gonna get washed out.

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