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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (42908)	12/10/2003 9:58:05 AM
From: RealMuLan	Respond to of 74559

>>I figure, it is now or tomorrow, or day after tomorrow, or the day after that day … and each day the referendum is delayed, the impossibility of Taiwan’s situation increases, as it hemorrhages all that is worthwhile and of value, as it reverts back, bit by bitter bit, into its traditional role, a mere island appendage of a strong continental economy.<< Jay, I hope you are right although I do not hold my breath<ng> because Chen Shui Bian is worrying about how to keep his job<g> >>(c) If I were Wen, I would be concerned about the economy, and about the economy again, and all other issues, worries, and concerns would be slotted into this framework and prioritize in order of likelihood. These other issues might be financial stability, energy, and again, financial stability, and energy. I would not really give much thought to N.Korea, except how its collapse might be a road bump to the economy;<< I would also add Taiwan issue with "the other issues", and it is much more important than NK issue on China's agenda.

To: TobagoJack who wrote (42908)	12/11/2003 3:24:43 PM
From: gumnam	Read Replies (1) \| Respond to of 74559

Hello Jay Thks for your well thought out response. I still feel Asian Cen Banks and the various political, economical and other needs of Asian leaders will be used to great advantage by the US. And that will be the big challenge we will face. <<I think people are also mistaken in thinking that central banks exist to make profit>>. You are absolutely correct on this. That is why they can be ruthless enemies. One of the many expensive trading lessons in my job has been that when the other side does not care about P&L, they are undefeatable and can remain so for a long time. This has been a very good year for personal investing and I want to thank you, Malcolm, and everyone on the BBR for the excellent ideas and inputs. Let the march to the TEOTWAWKI continue ....... gumnam