Estimated Prophet Portfolio

[gym gravity]

I am thinking that inflation is really a bigger threat now than it was in 1980 and that the gold inflation adjusted high is a target for the next year or so.

We are supposed to believe that because the biggest banks have done well with the TARP money that all this is over?

I can find a few things nearby that will hurt less, to the person dependent on the dollar, when shoved up one's ass.

The news creates the opportunity for a correction. I figure the 10.2 was good for the carry trade and 10 is good for "well being".

The carry trade is off for a while, while the retail piles on because of signs of life in the economy...the balance is a consolidation culminating with an overly confident consumer for the santa rally. Then all the inflationary fears kick back in sometime after 10.2 is breached again in January and the freakin carry trade rally continues!!!