tag:blogger.com,1999:blog-816559531110064247.post7473970127520351063..comments2024-03-08T01:03:44.522-08:00Comments on Humble Student of the Markets: Too far, too fastCam Hui, CFAhttp://www.blogger.com/profile/09672203690656029787noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-816559531110064247.post-18071798918889163182013-01-24T17:26:14.338-08:002013-01-24T17:26:14.338-08:00It's been a while since you last commented on ...It's been a while since you last commented on your Inflation-Deflation Timer Model. I recall that you have used CRB (commodity prices) as primary trend indicator for global growth. How does the commodity trend (lower highs on long-term weekly chart) reconcile with global equities making new highs?<br /><br />Another indicator you've used before is the 10-year treasury yield, which has just registered a bullish (higher yield) golden cross. Do you still consider this in your Inflation Timer, even though FOMC is keeping rates low until inflation gets to 2% or unemployment drops to 6%?WimpyInvestorhttps://www.blogger.com/profile/18148362644880449393noreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-44394612065136734312013-01-24T10:07:23.054-08:002013-01-24T10:07:23.054-08:00I posted this after reading your comments on MunKN...I posted this after reading your comments on MunKNEE:<br />http://www.munknee.com/2013/01/gold-bulls-shouldnt-buy-gold-stocks/comment-page-1/#comment-71388<br /><br />Good article!<br />I'd like to see a comparison between holding physical PM's and those that buy and hold (long term) PM stocks (not mining stocks).<br />Thanks<br />SeniorDnoreply@blogger.comtag:blogger.com,1999:blog-816559531110064247.post-12019581647667910782013-01-24T06:40:14.694-08:002013-01-24T06:40:14.694-08:00I'm with you, but it is lonely.I'm with you, but it is lonely.Anonymousnoreply@blogger.com