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

To: russwinter who wrote (4580)	1/8/2004 10:53:08 AM
From: ild	Read Replies (1) \| Respond to of 110194

China: Dealing with Growth Bottlenecks Andy Xie (Hong Kong) morganstanley.com

To: russwinter who wrote (4580)	1/8/2004 12:39:20 PM
From: Crimson Ghost	Respond to of 110194

When looking at winners and losers from the plunging dollar, the biggest winners probably are emerging market counties saddled with huge dollar denominated debts such as Brazil and Argentina. A key reason why the Brazilian stock market has done so well this past year IMHO.

To: russwinter who wrote (4580)	1/8/2004 3:25:08 PM
From: Silver Super Bull	Read Replies (2) \| Respond to of 110194

Russ, RE: "Big smash going on this AM in the homebuilders, mortgage companies." I find this to be very significant, especially given that rates seem stagnant right now, and the general stock market is strong. And, of course as we all know, housing prices can only go up with infinitely rising demand. <vbg> Also, seems like there are many mini-parabolic moves going on all over the place right now. Final distribution?? DB