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Strategies & Market Trends : The Residential Real Estate Post-Crash Index-Moderated
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To: TH who wrote (25724)6/16/2011 1:16:50 AM
From: koan  Read Replies (2) of 119362
 
Those are sort of the variables rolling around in my head too. But I do not know how they are going to bang into each other.

Inflation is 15% in vietnama and about 5% in Chindia I think. don't know what that means, but it sounds important.

But to be honest I have no idea how all that shit will play out. Copper inventories in half in China. Brent still $118?

I am rambling because that is how it comes out in my mind when I try ot figure it out. Have we ever seen such a disparate number of economic variables interacting worldwide?

<<One thing that is encouraging is that everyone still believes QE3 is just around the corner. When it turns out it is not, that is going to be serious bear fuel.

Bernanke is completely trapped and now the lock is that the official inflation measures are hot. CPI/PPI are a complete joke, but it's telling when they can't even get them to fall in their bullshit range.

The Fed goes another round here and there will be repercussions.

Bring the pain, let the market see how, "good" and "effective" the Fed is, and we'll get our QE3 and in a dose to drive it all the way to November 2012. They start now, they will never be able to keep it up.

Anyway, it's going to be fun. And, there will be a fall rally anyway to play on the long side.
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