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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Nancy who wrote (83666)6/23/2002 3:09:06 PM
From: Zeev Hed  Read Replies (1) of 99280
 
Not unexpected, already last year we were talking on this thread about the US consumer being stretched and that double dip will be the shape of the current malaise. As a matter of fact we are pretty close to that magic $40 B in monthly balance of payments deficit, a little ahead of time (I really did not expect us to get that high until the second half this year).

Zeev
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