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

To: russwinter who wrote (8960)	2/29/2004 9:29:29 AM
From: TheSlowLane	Read Replies (1) \| Respond to of 110194

Coincidentally, just this morning someone posted a link on the Yahoo! Inco board to an archive of all of the Don Coxe "Basic Points" issues: corporate.bmo.com I was not prompted for a password, should be available to all. The December 2003 issue is also particularly good ("The Return of The King", King Copper, that is).

To: russwinter who wrote (8960)	2/29/2004 9:37:31 AM
From: TheSlowLane	Read Replies (2) \| Respond to of 110194

I don't disagree with your conclusions, though I wish I could. What concerns me is that I just can't conceive of our political system even beginning to address or even host a substantial discussion of the problems, never mind start to find and implement solutions - until we are much further up the creek. As far as cooling the US consumer goes...the article that someone posted on abrupt climactic change is a way that Mother Nature might step in to "help" and in more ways than one, but none that will be welcome.

To: russwinter who wrote (8960)	2/29/2004 4:53:40 PM
From: NOW	Read Replies (1) \| Respond to of 110194

"o summarize: to avoid a crack-up boom, this whole symbiotic relationship needs to be deconstructed: 1. shock repegs of the renminbi AND 2. the Steve Roach three percent fed finds formula AND 3. The BOJ needs to quit printing yen at $35 billion a month for currency intervention. Anything short of that threatens to wreck the world with a nasty out of control inflationary (even hyperinflationary) disease. " yes, but can we have an election first please?