The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: Jim Willie CB who wrote (16247)	7/7/2004 7:51:22 AM
From: Haim R. Branisteanu	Read Replies (2) of 110194

Sorry you pick certain points and blow them - lets agree that the USD is overvalued and to little is manufactured in the US. My points were ; 1. recession - slowing consumption substantially - lower imports 2. growth in food commodities with world population growth - more exports 3. less dependency on outside energy - due to recession and due to innovation 4. structural changes in the cost of US labor coupled with a lower USD All this will lower the trade deficit and slow the 20% slide of the UDX - after a 20% depreciation lets revisit the subject. As of today hope the EUR will not slide below 1.2350 by 10 AM so my EUR put USD call will expire worthless rest my case

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