SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: mishedlo who wrote (7210)2/7/2004 12:59:10 PM
From: Jim Willie CB  Respond to of 110194
 
funny, foreign commodity demand will run the show soon
not western either... Asian
we are building numerous Asian powerhouses now
and Japan is helping them with nextgen equipment

I believe a very much overlooked unintended consequence for Fed reflation is the sending of funny money capital to Asia (mainly China), where they are using to buy up commodities
the effect will erupt into political problems with US Food
it will erupt into big continued price increases for copper, silver, crude oil, natgas, etc
this will get very interesting

THERE IS NO PRECEDENT FOR AVOIDING PROTECTIONIST CONFLICT
DURING SUCH K-WINTER DRAWN OUT EVENTS
AND OH YES, WAR WHEN THINGS GET UGLY AND UNSETTLED

/ jim