The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: russwinter who wrote (2233)	11/16/2003 10:52:57 PM
From: Jim Willie CB	of 110194

on money supply declines, it is important to realize that most of the money coming out of savings and money markets is entering the financial sector, NOT THE PRODUCTIVE SECTOR e.g. stock market during the distribution phase, the public takes good money sitting on sidelines out of MZM counting, and into stocks to bail out the successful speculators the sellers might be taking a lot of that money offshore, and out of the MZM counting we must consider that significant foreign money might be departing our shores, redeemed, and exited esp since trade friction is really heating up I dont believe it is coincidental that steel tariff challenges and retaliation occurred at the same time we can deny the dampening effect of reduced money supply until we see the "whites of the recession's eyes" I personally believe the recession will show up well before the statistical massage bullshit masks its arrival REFI's have halted everyone expected trouble with our economy when that was to happen now that it is here, we deny those same foretold effects pure denial big trouble is coming early next year the only way to keep the game going now is for the Fed to begin monetizing the bond market, as federal deficits escalate we might have reached a "tipping point" whereby federal supply requirements have exceeded the market's ability public money to finance the federal debts might reduce the money supply statistics, eh? not sure of that one, but worth thinking about one thing is for sure the declining money supply is a vexing analytic challenge / jim

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