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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (4621)4/19/2004 11:44:35 AM
From: gregor_us   of 116555
 
Roach's View That The Commodity-China-US Consumer

Daisy Chain is unsustainable has been my view all along. Others have this view as well.

But my position today is this: All the rising chatter right now from the Global Brain Trust that China is overheating and could make for a scary slowdown crash in the Daisy China means this: we are likely 75% now through the cycle. The last 25% of the Daisy Chain is the power move to the upside, with commodities and the CEI (China Enterprise Index: Yahoo ^HSCE) going parabolic.

I can taste the Psychology here like something on my mouth: the global markets are going to "project" synchronized global boom with moderate inflation risk in the final, joyous orgasm of the Daisy Chain.
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