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Politics : Welcome to Slider's Dugout
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To: RonMerks who wrote (8740)3/26/2008 1:50:18 PM
From: jim_p   of 50673
 
On your side I’ll have to admit that the Fed is doing a very aggressive job so far. On the negative side the EU is doing a very poor job so far and closer to what Japan did at the start of their problems. This is a global problem and not just a US problem. Japan is probably a bad example to follow because of the way it was handled, but there are other examples in history that are pretty comparable to our credit/real estate bubble. The biggest negative factor that no one seems to talk about is the process of going from extreme leverage to extreme under leverage. We are still in the first year of the de-leveraging process and it will be very long and very painful.

Also don’t forget that the fed’s ability to inflate its way out of this problem is limited by the risk of a collapsing USD.

Jim
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