30 APRIL
- equity rally will fail at or around current levels

- gold stocks where operating costs in US or weakening currency better of (?!)

- Metallic Ventures (TSX: MVG) and American Bonanza (TSXV: BZA) will be least affected by a continuing fall in the US$ because the major assets of these companies are located in the US.

- long-term bonds are inherently more risky than shorter-term bonds, so when money is flooding into short-term debt at the expense of longer-term debt it means that investors are more worried about the future (they are less willing to make long-term bets). Gold stocks, in turn, tend to be favoured by investors during those times when the general confidence level is low/falling.

- gold stocks could drop another 15%

- It would be normal for another brief pullback to begin soon from around the 340-345 range, after which a rally to the major channel top at around 355-360 would be on the cards. The only apparent fly in the ointment at this time is the recent weakness in gold shares as discussed above.

- Perhaps the recent sogginess of the gold sector is providing some confirmation that the Dollar is NOT going to collapse in the short-term.

- USPIX, an inverse index fund to NASDAQ
posted by Dil at 2:58 PM

 
28 APRIL

- Long piece about creation of money
US Gment wants to continue to "make" money = monetary inflation

- bearish overall on stocks, but could just move sideways and no resolution in sight for renewed upwrds move

- 30 year Bond possibility drop off, next 2 weeks and beyond?

- CAD, AUD, SAR commidity monies, risen 18 months, pull back, then moving higher?

- bullish in Swissi

- RECENT DECLINE of gold stocks, sign? keep close eye on this, doesn't fit in with rest of action

- Rand to rise 20% over next 12 months
posted by Dil at 1:06 PM