Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (794)	9/18/2003 1:02:47 AM
From: Jim Willie CB	Respond to of 110194

a few comments on Japan first, BoJ blown money grows with each passing intervention, making it harder each time second, Japanese economic growth is real, since they dont falsify their aggregate numbers like the criminals in the USGovt do, which means money will continue to come into their markets third, and this is a biggee, which I have been thinking about in the back of my mind... the yen carry trades from the last few years are reversing their currency provided fodder cash for USTBonds for years their JGB bonds are also reversing this means big yen moves are a comin' on convexity these hacks can fuch with nature for only so long then come reality checks the yen will explode to parity before winter is over / jim