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Politics : Stockman Scott's Political Debate Porch -- Ignore unavailable to you. Want to Upgrade?


To: Clappy who wrote (32648)12/12/2003 11:35:38 AM
From: lurqer  Read Replies (1) | Respond to of 89467
 
...best self authored post...felt good to read a sunny outlook and actually find myself possibly agreeing with it.

Yes, it is a quality post, and I suspect that at least in part, your tendency to agree stems from your own optimistic personality. Certainly (IMO) China is the most powerful bullish economic force available for the next decade and a half. And this force should (again IMO) be most strongly felt in raw materials. Given that I (and unlike her) expect significant inflation to ravage the dollar, this provides a double whammy for raw material prices (in dollars). So your PIMCO fund should do just fine. All

JMO

lurqer



To: Clappy who wrote (32648)12/12/2003 1:22:34 PM
From: NOW  Read Replies (1) | Respond to of 89467
 
curious what you liked about it, other than its sunny disposition and the sharp wit of the poster....?



To: Clappy who wrote (32648)12/13/2003 4:29:38 PM
From: mishedlo  Read Replies (1) | Respond to of 89467
 
I thought it was totally rambling bullshit.
Take this nonsense if you would.

Did you read the article that allows Chinese banks to charge more for interest on loans? That move means an incredible increase in the access to capital for investment purposes to companies that didn’t qualify earlier. The government is telling the banks to take more risk to accelerate growth.

Total garbage
China is raising interest rates NOT to increase capital for investment but to SLOW down the demand as their economy is overheating.

When someone is so misguided as this, it makes it had to even want to evaluate the other rambling garbage in that post.

M