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

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To: Ramsey Su who wrote (27357)2/28/2005 12:03:59 PM
From: russwinter  Read Replies (3) of 110194
 
Great then they should have no problem "normalizing" rates, which should be about a 3.5-4.0% Fed funds rate even using their bogus inflation numbers. Closer to 6% using mine however.

BTW, my Train Wreck theory pertains mostly to China's money losing businesses who sell the US goods. When these huge money losers shut down as a result of eating more input costs, it will be interesting to see what the shelves at WMT look like, and what the new prices are.

Meanwhile the Boyz, Pig Men/traders loved Uncle Ernie's fiddling activities today. More liquidity to fuel the Train Wreck:
Message 21087187

Reuters CRB Index 304.56 +4.33 2/28/2005 8:45

Unfortunately for the Wizards, the Pig Men may be losing their "taste" for paper and Old Maid Cards:
gcm.com
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