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: austrieconomist who wrote (28440)	3/11/2005 5:29:09 PM
From: russwinter	Read Replies (3) of 110194

I see the risk of playing commodities today, as high and rising fast. We are in one of those rare flucht in die sachwerte periods that even the Wizards must now acknowledge. They have dangerous speculation and inflation going on in a multitude of Bubbles now, not just the favored ones of Bullies like Mr. Creosote. Therefore the Wizards are now forced to contract liquidity, and in fact the evidence (which bears close watching) to me suggests they have been for the last three and a half months. That will continue and perhaps even more aggressively at least for awhile. That will quickly bring on a big US economic slowdown, which combined with a Train Wreck Bust in China will end the spike and massive global speculation in the mega-Bubbles. It's time to bet against Bubbles, not just stay abroad them, just because this particular one (resources and commodities)has been ours. I think it (the tipping point, and sea change) unfolds over the next several weeks through next several months (sooner rather than later). This will not be benign however, because another result will be a broken supply chain from Asia, as enterprises there collapse.

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