原帖由 katharinezl 于 2008-5-15 00:12 发表 let me first "Mai Ge Guan Zi", and give others chance to use the brain and think hard. if no one can think of this one, then I will speak out what on my mind in weekend. "gold bull silver bear" plea
原帖由 katharinezl 于 2008-5-15 21:47 发表 the Soviet Union meltdown put USA to head of most powerful gang and the "protection fee" it gathered is able to finance the bull in 90s.
90-91 also benefits from the start of loose monetary policy, while right now it could be the beginning of tight monetary policy, especially if inflation picks up. Either no inflation or high inflation will be bad for US economy, the best outcome is the FED could magically navigate through the middle.
原帖由 katharinezl 于 2008-5-15 21:47 发表
the Soviet Union meltdown put USA to head of most powerful gang and the "protection fee" it gathered is able to finance the bull in 90s.
forgot about this poilitcal issue. you are right. that drove down the commodities too.