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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: mishedlo who wrote (866)	2/28/2004 11:00:25 PM
From: CalculatedRisk	Read Replies (1) of 116555

mish, thanks for those excellent articles today. Mauldin: frontlinethoughts.com Vithalani: fxstreet.com A few comments: 1) Congratulations on your excellent call on the ECB. I think you were the only one pointing out that they had to cut rates. Great call! 2) re: Mauldin. IMO, there is a misperception right now. In reality John Kerry is a "free trader" with the right restrictions: 1) solid enforceable agreements, and 2) helping workers that are displaced. Bush is a protectionist - but not for jobs, instead he is for protection of markets for corporations. That is why there is constant buzz about trade wars and protectionism. Weird that the media seems to have it backwards. 3) I think Roach's comment: "one of the basic principles of stabilization policy is never to run out of ammunition" is correct, but the Fed isn't even close to running out of ammo yet. Of course, I think they are essentially firing blanks! Again, great call! Best to you.

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