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Strategies & Market Trends : Natural Resource Stocks

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To: Roebear who wrote (7555)2/11/2004 11:10:40 AM
From: Jim Willie CB  Read Replies (2) of 108913
 
methinks Fed greatest MZM concern is reduced commercial
loan activity, which has really fallen off
the real economy dismantlement has been in progress for two years now, with little recognition
because the financial sector is dominating
too bad, since that is a cancer, displacing real wealth potential

add liquidity? depends where
if into financials, a waste of time
if into consumer credit, a waste of time
if into more yield carry trade gears, it keeps the rates low but will eventually lead to a severe unavoidable resolution accident

meanwhile, the Comcast Disney courtship provides the masses and the media some meaningless carnival games to observe
reminds me of a party on the Titanic
such an incredibly meaningless irrelevant circus sideshow
investors seem unconcerned that the USEconomy is first being liquidated, and second undergoing a cancerous displacement of its real wealth apparatus

the USDollar just took a hit in the last 30 minutes
DXY under 86
Euro over 127
JYen pushing 95
Can$ over 75
/ jim
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