Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: RealMuLan who wrote (16909)	11/27/2004 11:07:49 AM
From: russwinter	Read Replies (2) of 116555

This might have helped earlier this year, but it's too late now. China's economy will never survive the winter, it's going to suffer a severe Malthusian resource crisis and will shortly be on the equivalent of war time rationing. On top of it, you have loss of confidence in the USD, people standing in line getting rid of Old Maid Cards (USD). This is not manageable any more, it's basically a Panic. Message 20801940 The US and Japanese response to the glut of USD sopping around the planet, is print more of it, and feed blowoff stock market speculation. Message 20803857 Message 20801332 How to time or identify the final phase of the unfolding Train Wreck? I'm open to suggestions, but the spike in copper well over prior highs futures.tradingcharts.com would be a real dagger to the heart, especially given that finished product manufacturing is already shutting down. Message 20799915 Message 20659495 We finished the week with only 98,474 MT of copper in Comex and LME, and that's basically no slack or inventory reserve at all. The next prolonged deep freeze in Beijing ought to wipe out distillate inventories, and cause massive brownouts and outages, in turn shutting down the whole economy for a large part of the winter. Message 20796062 Weather forecasts are here. wunderground.com Steel is running so low already that Japanese car and end product factories are shutting down. Message 20800920 Add water: Message 20797685

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