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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (4883)	1/12/2004 7:55:30 PM
From: TobagoJack	of 110194

Hi Russ, <<China to revalue yuan in first quarter of 2004>> I had always thought that as long as China and Taiwan are screaming at each other, all is fine between them. What I have been alerted to is that while Taiwan is still shouting at China, China has stopped talking back. This is not a potential bad sign, but is a bad sign for a potential. Taiwan referendum topic will be dictated by Chen Shui-bian on February 20th, and the referendum will be held in March. I think China will not revalue its currency in the first quarter. Even if I did believe that China will revalue in the first quarter, I am not in position nor do I want to put myself in position to benefit. Chugs, Jay

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