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

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To: rolatzi who wrote (465)	8/24/2003 7:21:08 AM
From: Louis V. Lambrecht	Read Replies (1) of 110194

Ro, these are the usual cycles as expected. Difference, IMHO, is that the current admin seems to be working on sustaining the markets, not the economy. The rate is somewhere between $4 to $5 debt for each $1 increase in GDP. This hasn't been seen before: this is flooding the financials markets with liquidity, not the economy. As for Europe, the stats there are coocked with another receipe than in the US. 10 New countries enter the Union in 2004, and the political idea is that the Union will be stronger then. I doubt we can compare GDPs rates of change. <ng> Add Japan. IMO these G-3 regions are competing on competitive devaluation of their currencies (you may add the Swiss to the list). And I don't know how to deal with this, beyond having a closer look to "commodity currencies". OTOH, how long can the SA Rand keep improving before the country runs into problems? Even cash isn't a way to protect one's portfolio. Wish I could find some answers. <ng>

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