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Strategies & Market Trends : Booms, Busts, and Recoveries
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To: Taikun who wrote (61363)3/30/2005 3:16:12 AM
From: TobagoJack  Read Replies (1) of 74559
 
Hello David, <<The carry trade will contine strong once the T-Bill yield is up to 4.75%>>

... I think you speak the truth.

... no arguments from me, except of course I think Japanese real estate may rise as well or better than US treasury and spread products, at least for a while, since I do expect some default risk to be clued into the US debt of all flavors; and this is probably why I did not exit CanRoys altogether, and am holding on to physical gold, as well as continuing my reckless speculation in HK microcaps.

<<the security fee is rolled into many items, including Asian exports>>

... as I had contended earlier, the US exports soldiers.

<<Japan's low interest rates at home keep the game going>>

... bless their generosity, they must continue to export wealth.

J
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