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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?

To: Jim Willie CB who wrote (10625)	12/18/2002 10:39:22 AM
From: Jim Willie CB	Read Replies (1) \| Respond to of 89467

hats off to Liesman of CNBC, finally sees the gold picture on CNBC this morning, a five-minute discussion on gold he focused on gold and commodities, producing a chart for each he mentioned the Fed Monetization plan to stave off deflation he said gold is forecasting some price inflation next year he said you can already see it in the energy sector he concluded that STAGFLATION is a likely outcome he has little understanding of productivity but he is seeing the monetization-led return of inflation and the early evidence in GOLD and CRB but no mention of the massive short position and upcoming squeeze he cited the falling dollar as continually feeding the inflation theme, since so many commodities are imported, along with Asian imports and components the guest host echoed the same sentiments they showed a brief clip of some fellow who pounded the table on the major dollar-led rise in gold & CRB the press/media has begun to see the light / jim

To: Jim Willie CB who wrote (10625)	12/18/2002 11:00:30 AM
From: smolejv@gmx.net	Respond to of 89467

a factor two to make the picture more colorful: German export to US (at cca 10%) equal to export to the new 10 members (Poland, Chech republic etc). The biggest piece of German export cake goes to France. Out-of-EU percentage at 20% (out of my head, but should be close to real, lets say 2001 figures) Otoh, every single percent counts (g). And given the handle US$ has on oil... Looks to me anyway, the stuff, approaching the fan in time loupe, has a very worldly, cosmopolitan colour; "For whom the bell tolls?" - "For you, suckers of the world;\" Thanks anyhow, jw. RegZ dj