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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Brom who wrote (47605)	2/12/2002 11:26:31 AM
From: Jim Willie CB	Read Replies (2) \| Respond to of 65232

uncertain on timing of anything some extremes need to be addressed: - $2B per day in trade deficit - USdollar at alltime high, limiting exports - shorterm interest rates low - foreign holdings of USTBonds at 38% (extreeeeeme) - gold low my guess is the US$ will start to slide this spring April 1st is when the Euro becomes for real April 1st is when the Japanese limit deposit insurance April 1st is when the Japanese have annual Repatriation spring, summer, whenever inevitable / jim