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

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To: glenn_a who wrote (7525)	2/10/2004 10:18:12 AM
From: Jim Willie CB	Read Replies (2) of 110194

excellent summary, the is missing piece in MishMan's thesis Mish expects unlimited liquidity, as far as eye can see with currency stress, it wont be there from Asian supply side they simply will NOT be able to keep pace as their reserves decline in value a US Econ recovery implies three things: 1. rising USDollar 2. closing trade gap 3. reduced federal budget deficits we are missing all three we have no recovery whatsoever we have a speculative economy illusion, which is fooling most of the financial world, whose seers are blind Keynesian Economist hacks so fully expect the federal deficit to widen further esp with a continued war and security spending spree Asians will attempt to keep pace, but will not be able to our debt requirements are the greatest in the history of the world isnt it great, I mediate between two geniuses, Russ and MishMan ??? I think I have my finger on the bridge between the two Russ misses the absent link between real econ and spec econ Mish misses the illiquid bond market upcoming / jim

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