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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: SliderOnTheBlack who wrote (21522)	11/7/2002 10:39:47 PM
From: Mike M2	Respond to of 36161

Slider, i do remember the list but don't know gold-eagle.com see if the list of names jogs you memory. Bob Chapman has a few articles on derivatives. Edit this is it gold-eagle.com mike

To: SliderOnTheBlack who wrote (21522)	11/8/2002 1:03:24 AM
From: ild	Read Replies (1) \| Respond to of 36161

On 9/10 contraryinvestor.com had a dispatch named "2Q 2002 US Banking System Derivatives Update" I copied and pasted only main HTML page, so charts don't come out at all. Contrary Investor is one of the best FA sites I know. home.pacbell.net

To: SliderOnTheBlack who wrote (21522)	11/8/2002 9:43:12 AM
From: Jim Willie CB	Respond to of 36161

what industrial exports remain within our shores? with all due respect, the major sector that still enjoys export from US firms is computer, networking, and information technology sure, plenty of environmental and chemical process systems some construction equipment and drilling equipment but two unfortunate effects will serve as huge obstacles for a lower dollar valuation to rectify the colossal trade imbalance much of our potential exports contain a large number of Asian components this is especially true of our major export of IT products this effect is so pervasive that even in the car sector, entire engines and many electronic components are straight from Japan and Asia besides, much of what we build actually is assembled in Mexico, whose prices might actually rise also versus the buck as the dollar declines in value, it will interesting to watch the price of our export products lag in that decline most foreign economies are so dependent upon American markets, that they will be in recession before we are the result will be lost demand pulling for our products even Europe is slowing worse than the US, due to more inept economic policy that our inane leadership offers Japan will feel much of the brunt from our slowdown and China is gutting Japan, weakening all non-Japan neighbors the nightmare surprise coming to those in DeptTrez and FedReserve is going to be how little the trade gap changes, as the USdollar comes down first evidence... since the beginning of 2002, US$ has come down on trade weighted basis from 120 to 105 now and the trade gap has widened further to $38B/month I expect the trage gap to widen even more as the dollar heads to parity of 100 this dual effect is part & parcel to the USDollar Crisis to unfold as the US$ drops, eventually a profound influence on our bond market will be felt this is part of the Vicious Cycle about to be unleashed then you have the fiscal side, with big federal deficits coming the Republican Congress will surely vote to spend in a more planned stimulus before all these forces succeed in producing the intended effect, the immediate effects must be overcome and they are a true nightmare my expectation is for massive departure from the dollarized assets, which will create a growing panic / jim