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: russwinter who wrote (8944)2/29/2004 3:45:35 PM
From: Jim Willie CB  Respond to of 110194
 
the only safe conclusion I can see regarding all these players you cite, is that they are all between a rock and a hard place on their policies

they are (to a man) confused
their entire life works are being called into question
they do not any longer have any answers

this is going to turn ugly
I believe we have some unwanted but certain sea changes coming in the next few months
change will be triggered from the political arena
the jobs issue will urge on trade protection
and China will retaliate with indirect hits and direct salvor eventually in the bond world

/ jim