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

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To: I_C_Deadpeople who wrote (10114)	3/14/2004 5:27:55 PM
From: mishedlo	Read Replies (3) of 110194

Actually it made perfect sense and it not inconsistent with my own viewpoint. Not in the least. Once China growth stimulates china demand and Chinese/India recovery no longer needs the US consumer, god knows what happens but I doubt it will be pretty. I think that is a ways off but who knows. Right now we have huge distortions with the US consumer being the consumer of last resort. That is an enormous worldwide problem (as well as a recessionary one) short to mid term. US demand will die with jobs once refinancings and other stimulus wears off and on that I think we are extremely close. Short term to mid-term, china is also looking to slow growth. I do not fully understand all of the long term consequences of that unleashing of China demand (and I doubt anyone does) but I am quite positive it will NOT be much good for the average US citizen.

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