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

To: mishedlo who wrote (4958)	1/13/2004 7:23:46 PM
From: Jim Willie CB	Read Replies (2) \| Respond to of 110194

not only will gold win, but energy also of course I see how deflationary the RE bust will be led by the discharge of extreme gas from Fanny's fat bum but this will lead the Fed to accelerate their money printing right now, we have a 7.0 ratio of new dollars versus new GDP ratio of growth rate in money & debt to GDP growth equals 7.0 I call this the "Monetary Futility Index" I expect that ratio to head to 12 by the time the crisis hits the deflationary events upcoming will give Greenspasm every false signal imaginable to accelerate monetary expansion what you continue to experience is the blind spot there is a tipping point, an inflection point, a threshold, for the USDollar below which the Asians sell USTBond reserves below which Asian imports rise in price there is a longstanding relationship between a falling currency and rising interest rates which even Fed intervention cannot, absolutely cannot, avoid it lies on the longterm horizon THE EFFECT ON LONG AND SHORT RATES IS UNAVOIDABLE rates will rise, even during a deflationary episode even during a deflationary episode even during a deflationary episode even during a deflationary episode WE HAVE EARNED THE GREATEST STAGFLATION IN HISTORY it is coming, MishMan / jim p.s. always great to continue this 90% agreement