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To: Roebear who wrote (508)	9/20/2003 12:10:50 PM
From: Jim Willie CB	Respond to of 108751

USEcon has 100% investment funding imported and a massive foreign funding requirement for debts and a bubble foundation built on real estate this is a disaster in the making it will come apart gradually in the next 2-3 quarters so many intelligent people do not see it a national tragedy eventually the world will not be able to keep us going they will try but fail, and our downhill momentum will rise our external funding requirements are too great, and still growing right now 2 critical questions: 1. to slow monetary expansion and allow a recession OR to continue that expansion and witness Asian import inflation as their currency exchange rates rise which is closely tied in with 2. to continue to patch over FannyMae mortgage fund cracks OR to allow those cracks to destroy the real estate pillars while the risk of bond speculation reversal damage and derivative risks grow I think the Fed will continue to monetary expansion, continue to inflate the bubble economy, stress publicly the threat of production price deflation,... AND HOPE THAT THE DOLLAR DOESNT KICK IN ASIAN IMPORT INFLATION, AND SIMULTANEOUSLY HIGHER INTEREST RATES WHICH WRECK THE REAL ESTATE/MORTGAGE BUBBLES the hope is misplaced the dollar will break down which will bring higher import prices and also bring higher energy prices and also bring higher mortgage rates the weak links are imports, bond reversal, and mortgage rates the current status is that USGovt officials are now urging China to do something about their low yuan peg but in doing so, they want the trade gap to narrow by means of raising all import prices on Chinese goods is this insanity? yes, clearly I CALL THE USDOLLAR THREAT -- THE BACKDOOR INFLATION MONSTER our govt officials are busy inflating, without much concern just yet on backdoor price inflation from imports we have major major threats underway while the public urges on the INFLATION INITIATIVE which will destroy slowly the USEconomy much higher longterm interest rates are coming / jim