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To: Jim Willie CB who wrote (7559)2/11/2004 11:31:48 AM
From: Roebear  Respond to of 108912
 
JW,
the USDollar just took a hit in the last 30 minutes
Yes indeed and the HUI took off like a scalded cat.

Re liquidity, I would vote for more yield carry trade gears to keep the party band playing on the Titanic till their strings freeze up in the icy waters and the boilers blow.

After all, we can see their priorities lay firmly in the here and now, with the rape of SS and the dissemination abroad of US manufacturing.

Best,
Roebear



To: Jim Willie CB who wrote (7559)2/11/2004 11:49:51 AM
From: isopatch  Read Replies (1) | Respond to of 108912
 
Nice post. Think we've been spot on in our comments for many

months here (and on other threads) bout the number of <dead zones> that has increased with every successive bubble this FED has engineered in the real economy since the mid 1990s.

The number and extent of this now very large number of dead zones - burned out from prior credit excesses - is incapable of absorbing any of the past 12 to 18 months of FED generated liquidity. This makes it close to impossible for the Greensputin FED to successfully reflate the real economy enuf to generate the political currency that's needed right now to keep incumbents from both parties in office: Jobs.

We're going to witness some major fireworks in every segment of society over the next 12 months as this reality - and it dangerous implications - sinks in among those not privy to a clear of these economic and financial pitfalls.

I think the Homeland Security apparatus real purpose will turn out to be the protection of ALL those inside the beltway from the wrath of the American people when the sh_t really hits the turbo-fan.

Tic, toc

Isopatch