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

To: ild who wrote (1712)	10/30/2003 6:42:18 PM
From: tonka552000	Respond to of 110194

I noticed Paul L. Kasriel states our exports were significantly higher -- "....Another sector that is taking the economic growth baton is the export sector. Exports grew an annualized 9.3% in the third quarter. This reflects a global economic recovery led, in no small part by those trade 'bad guys,' the Chinese...." if I understand his statement correctly, aren't our exports to China the materials used in final assembly which are sent right back to us...??? or did I miss something...??

To: ild who wrote (1712)	10/31/2003 9:58:30 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

E mail from a contact/friend who is checking on the auto dealers as she has connections there. Dealership in question is in Puget Sound region pretty, which representative credit bubble country: I spoke to D--- yesterday. He said that he has been the number one sales manager since he's been there (about 5 years) and that October was their worse month ever, sales down about 40%. He said you should look at some of the companies that finance their "roach" customers. I'm sure he said Allied Capital, and there were some others but I was on the cell phone and driving so I will have to call him back. Evidently this particular company is flying the finance guys back to Chicago for lavish parties and to teach them how to get "anyone" who can fog a mirror financed.