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

To: MulhollandDrive who wrote (5894)	1/23/2004 9:25:47 AM
From: Ramsey Su	Read Replies (2) \| Respond to of 110194

Bubbles can't collide if they are moving in the same direction. What if China not only pegged the RMB to the US$, but everything else? For example, monetary policies. Print when the Feds print, lower interest rates as the Fed lowers and copy all the Fed speeches and mumble them in the same manner, translated to Chinese. For example, the stock market. List all the companies as ADRs in the US (and as equivalents in the European markets). These companies are not only attracting foreign investments, it is also going to be operating under SEC rules. China can take a back seat and watch. For companies that want greenbacks, they would have to clean up their act automatically. Could this help solve their so called bank bad debt problem? Sustainable growth rate? Who determined what is sustainable? There are probably over 1 billion Chinese waiting eagerly in line to join the rank of consumers. TVs are now everywhere. The masses can see exactly what they are "missing". Bank problem? Why can't they print a bunch of RMB and re capitalize all of them by borrowing a chapter from the RTC? That may weaken the RMB but would take the pressure away from having to devalue the RMB. Where is the downside?

To: MulhollandDrive who wrote (5894)	1/23/2004 9:26:00 AM
From: gregor_us	Read Replies (1) \| Respond to of 110194

Mulholland Drive: That article was exceptionally well written and I thank you for it. Regarding your name: I used to take Mulholland Drive in the evening, on my way home from work when I lived in L.A. And I used to recall: the theory, the dream of L.A. at its inception by its Planners was the Dream of Urban Homesteading--the idea that a city of suburban grace--with lawns and flowers--could be born, without any of that "nasty stuff* associated with the Eastern cities--with their persistent, urban problems. I just love the various American Dreams. The current dream, Prosperity through Borrowing, is surely as enchanting as that Pasadena Rose--photographed below a snowy mountain peak--and used by myriad Land Companies to market the L.A. Dream....