http://www.dailyreckoning.com.au/bubbles-in-treasuries/2009/06/17/ An independent perspective on the Australian and global investment markets Fri, 12 Mar 2010 02:01:44 -0600 http://wordpress.org/?v=2.8 hourly 1 http://www.dailyreckoning.com.au/bubbles-in-treasuries/2009/06/17/comment-page-1/#comment-85777 George Sun, 21 Jun 2009 20:09:27 +0000 http://www.dailyreckoning.com.au/?p=6307#comment-85777 I agree with NOTSOSURE. Spoken like a true connodity trader who may have overextended himself in the last runup in gold. Vacuous hype. This is an opinion piece that is lacking any solid evidence. Where's the beef? I agree with NOTSOSURE. Spoken like a true connodity trader who may have overextended himself in the last runup in gold. Vacuous hype. This is an opinion piece that is lacking any solid evidence. Where's the beef?

]]> http://www.dailyreckoning.com.au/bubbles-in-treasuries/2009/06/17/comment-page-1/#comment-85382 Not so Sure Sat, 20 Jun 2009 05:51:53 +0000 http://www.dailyreckoning.com.au/?p=6307#comment-85382 Spoken like a TRUE commodity trader!! You forgot diamonds. And dog food. Yes, a lot of money has already gone into commodities, but I am somewhat wary of your pent-up demand thesis. For what? Cell phones? Maybe some vehicles. Savings, too! Oops, wrong demand. IMHO, the weather and the harvests will be more important, as usual. Of course, there are always thousands of issues and contracts that you can bet or gamble on, but there may be another black swan or two just over the horizon, too. Who knows? The trend and chart followers, momentum players, and "rational investors" may soon have to deal with an a-hole with a baseball bat coming into their "store". Spoken like a TRUE commodity trader!! You forgot diamonds. And dog food. Yes, a lot of money has already gone into commodities, but I am somewhat wary of your pent-up demand thesis. For what? Cell phones? Maybe some vehicles. Savings, too! Oops, wrong demand. IMHO, the weather and the harvests will be more important, as usual. Of course, there are always thousands of issues and contracts that you can bet or gamble on, but there may be another black swan or two just over the horizon, too. Who knows? The trend and chart followers, momentum players, and "rational investors" may soon have to deal with an a-hole with a baseball bat coming into their "store".

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