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: russwinter who wrote (19766)	10/11/2004 5:06:59 AM
From: Lee Lichterman III	Read Replies (1) of 110194

OK, maybe I misread or misunderstood. Here is what was posted on my site.... "The other shoe about to drop on the American credit bubble is a Chinese repeg. This makes complete sense to me in terms of Asia dealing with it's input Train Wreck, and allows them to pass on it's surging inflation on the USA. It's do it, or watch their enterprises collapse. It's interesting that about the only currency the commercials are long is the Yen, 64.82.65.31 which suggests that the Japanese will follow, and also allows the Yen to appreciate against the USD. We should see some interest rate fallout too, as the Asians withdraw from currency intervention. The beginning of the Giant Reflux? China in particular will have to bring reserves home to cover banking losses (no doubt already underway from Train Wreck effects). siliconinvestor.com " I guess when I re-read it, it was meant as a Yen comment than a dollar outlook? Good Luck, Lee

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