Stockman Scott's Political Debate Porch Message Board

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Politics : Stockman Scott's Political Debate Porch

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To: t2 who wrote (4463)	8/13/2002 11:13:14 PM
From: Jim Willie CB	Read Replies (4) of 89467

we are heading temporarily down the Japan zero-rate path that did nothing for their stocks, for a reason we share NEITHER ECONOMY OFFERS CORPORATE PROFIT POTENTIAL you are stuck in the conventional cycle thinking this is not a typical business cycle it is a structural correction in the debt, currency, and capacity world corporate profit potential is just as shitty now as last year and will be even shittier next year compared to now bonds will likely continue rallying for a while longer dunno how long though since eventually they realize they are in the same kind of horrendous future-less corner that the USdollar found itself in what is the future with a 4% 10-yr TNote ? how about 3.9% 10-yr TNote ? we are not Japan !!! we are far worse, with no savings, tons of debts, and a huge foreign capital reqmt to fund our federal deficits and trade gap THE NEXT US$ DOWNLEG STOPS THE BOND RALLY IN ITS TRACKS !!! what we are seeing is the addition of yet another asset class at the END OF THE ROAD * stocks, dollar, and soon bonds * then the rampup for GOLD takes wings / jim

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