Re: Gold & TIPs
"More likely the expectation of a poor economy is the cause, with SERIOUS deflation coming, rather than inflation, being what we will hear from Big Ben on Friday. Therefore, expect the sell off to extend across the board to everything."
This is what I 'heard' you say, and what I disagree with. If Bernanke doesn't offer QE3, it will run contrary to the expectation of a 'poor economy.' Serious deflation? Nada. And any selloff won't be across the board. It will be in speculative crap like gold.
Hard to see where I was agreeing with you, as you suggest...{;>)
Now back to my Dodgers giving Tony's Cards a home run derby--for the second game in a row...