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

To: mishedlo who wrote (975)	9/23/2003 10:36:45 AM
From: Jim Willie CB	Respond to of 110194

wow, MishMan, agreed on every point unintended consequences on asian currency rise are vast I hit on them yday, wont repeat in order for benefits to come to US, we must see: - 40% USDollar decline, plus 2-3 years to adjust afterwards the most important unintended consequences are: - imported product price rise - rising longterm interest rates - stress on Asian banking system (think fractional banking) - increased squeeze on corp profits, and households / jim