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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 176.67+1.6%Nov 12 3:59 PM EST

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To: Keith Feral who wrote (112021)2/1/2002 5:10:49 PM
From: Jim Willie CB  Read Replies (1) of 152472
 
Fed resumes money supply infusions
the deflationary winds have been relentless
so have been the reflationary money infusions
if our economic system prevails, an initial hard asset pop in price will occur
just like 1993 coming out of a tough recession

stls.frb.org

I wonder what would have happened on inflation and economic expansion fronts if $600 billion hadnt come on a white horse from Japan in 1992-95
now the opposite is likely
imagine $500-1000 billion heading home to Japan on a white horse to shore up its system
when we cannot afford to lose it

I am talking about US Treasury Bonds held in Japan
many might say "but they wont sell their highest quality assets"
but they will, since they are facing national bankruptcy
they must raise cash
the same deadline of March 1st for Japanese Repatriation as for the initial launch of the Euro currency

I say shit hits the fan this spring on currency and gold markets
and oil will be affected
/ jim
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