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

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To: Ramsey Su who wrote (3965)	12/28/2003 2:35:43 PM
From: Cogito Ergo Sum	Read Replies (2) of 110194

Hi Ramsey, Also on Faber he said basically the same thing on an interview I picked up months ago on ROB-TV (Canucky CNBC I guess) regards China, corrections and energy... I know you follow BBR .. the posting there also points out China building up their SPR aside from the increasing energy demand.... Also on the Boom Boom room there is some coal discussion which was also talked about on BBR a while back.. I guess part of this whole equation is the future possible growth of China's domestic demand. Will the 900 million some odd folks not participating in the party yet have a positive effect ? BTW I'm partial to Faber if that colours my view... regards Kastel

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