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

To: eddieww who wrote (3713)	12/21/2003 12:54:47 PM
From: philv	Read Replies (1) \| Respond to of 110194

If you have the inclination, I would recommend the Marc Faber talk on Real Audio. Second hour. netcastdaily.com Subjects covered could have been taken from this thread, Euro dollar, gold, China, interest rates, FED, etc. etc. Very easy to listen to, no nonsense, backed by stats and clear thinking.

To: eddieww who wrote (3713)	12/21/2003 1:10:23 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

My illustration of French real estate was a poor example of capital flight. The point I'm making is that these hedge and investment pools (including Goldman Sachs, Citigroup, et al: no international boundaries) have the ability to suck and borrow all the Ms dry in a heartbeat and send it abroad into various carry trades on foreign assets, commodities, ventures or just trades. Let's just call it the "benefits" of free and unobstructed international capital flows, now reversed and returning to haunt the US big time.