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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 (7623)	2/10/2004 11:16:40 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

Mish, our US rates head on a path to zero, but dont arrive but the path gets interrupted by the Asians at some point that is an assumption you just take as granted it will not happen eventually, all of Asia barfs up USTBonds we do not control that decision it will be based on their inability to fund our needs and their unwillingness to trade goods for shit paper do you believe China and Japan and Taiwan and Korea and Singapore will just trade finished goods for bond paper forever, all the way up the US Econ Liquidity Trap rectum ??? I for one do not the falling USDollar will be Chinese torture for the Chinese we underestimate the Chinese Govt's resolve they have some but not total reluctance to inflict some pain within their own borders remember, they are not elected, and dont worry about re-election I liken it to being in a very bad extra-marital affair the sex might be good, very good but your partner is a nuisance, self-destructive you dont trust her she is into all kinds of dangerous shit you suspect her home is full of ghosts and booby traps after a few years, you beg off you get tired of enjoying her front door so you eventually exit her back door even though you miss the sex and you hunker down with your ole lady again for China, that is domestic demand / jim