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

To: BEEF JERKEY who wrote (6883)	2/3/2004 8:10:40 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

It goes beyond that. They want chips and foundries etc and will dump chip on the market massively at some point. This will crush Taiwan economically. So yes, they do need that US transfer of knowlege to achieve that. China thinks long term. They do not care if they get stuck with worthless US$. In fact they are putting them to good use by buying oil, and copper, and NG, and soybeans. Right now it is win-win for the US and China. We need our debt financed and they have good reason to do so. I see no reason at all why this wil change in the near future. When our consumers are tapped out, when every last technology transfer is done, when they no longer need our consumers, when they have driven Taiwan into the ground economically..... well when several of those start lining up, the US can kiss its ass goodbye cause they will no longer neeed us for anything. I think that is a ways off, and China is damn patient to boot. This will not end pretty and you and I and Russ and JimWillie and everyone here all agrees to that. The catfights are how we get there. Mish

To: BEEF JERKEY who wrote (6883)	2/3/2004 9:28:57 PM
From: mishedlo	Respond to of 110194

The Reserve Bank of Australia has decided against increasing the official cash rate, for the time being at least, with rates remaining steady at 5.25 per cent. This comes as good news for homeowners, who will keep extra disposable income in their pockets. The news is also positive for the federal government, coming at the beginning of an election year. The housing industry, and exporters called for the rates to be left untouched, saying the two rises late last year had had slowed the economy. ===================================================== Hmmm wonder if the UK does the same Perhaps I should buy a few cheap calls M