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

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To: russwinter who wrote (11218)	4/2/2004 4:09:36 PM
From: ild	Read Replies (1) of 110194

Somebody on Kitco, not Trotsky, said that ocean shipping rates have already started down. I agree with you on current supply related "seize up" bust. IMO many projects in China will just go unfinished. China will slow down. This will curtail the demand. Deflationary bust will follow. How do you like today's move in yields? Couple more days like today and I'll call it "inflationary panic".

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