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

To: Condor who wrote (43126)	12/12/2003 6:26:31 PM
From: TobagoJack	Read Replies (1) \| Respond to of 74559

Hello Condor, Matters are getting complicated with anti-matters. I submit to you a preliminary proposed refinement of the BBR script: (a) China's 700 mm peasants need more money, or else (revolution); (b) Chinese economy gets a fever from US monetary virus; and (c) So China is slipping into inflation mode, especially of energy, metals, food, real estates, and soon, stocks (yup, I figure Chinese food, energy and resource shares will rise some more, perhaps a lot more, because profit is rising in nominal terms). (d) China's inflation will become the world's (incl. Japan) inflation, and folks will soon see through Greensputin's nonsense about deflation and BurnAndKaput's evil concerning printing and helicopters. (e) But, and this may be an important but, over-valued assets (US housing and non-resource shares) not supportable by their cashflow may fall, even though inflation will be, because these assets got their dose of price rise already and is at the mercy of interest rate that will surely rise. We may need to get much more real (real things) within the next 3-6 months, as in what Olivia Newton once sang, 'let's get physical' :0) China gets a fever Message 19588827 Japan bleeds Message 19587810 The way things are Message 19587772 The way things cannot be Message 19587716 Chugs, Jay