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

To: ild who wrote (9142)	3/2/2004 11:15:03 AM
From: orkrious	Respond to of 110194

Date: Tue Mar 02 2004 10:24 trotsky (ork@Russ Winter) ID#377387: i'll read it and comment on it later. Date: Tue Mar 02 2004 10:41 trotsky (Apollo@Japan) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i agree - it's yet another record in the financial madness that has gripped the planet, and a memorable battle lies ahead. if one thinks about it, by now the interventions even surpass the actual Japanese trade surplus ( in its entirety - not just their surplus with the US ) , so it is probably no exaggeration to say that we already have all the hallmarks of a crisis in plain sight. in addition, i think gold is slowly but surely getting ready for another leg up - this time probably into the mid 400ds, which means new lows for the dollar aren't far off either.

To: ild who wrote (9142)	3/2/2004 1:29:11 PM
From: ild	Read Replies (1) \| Respond to of 110194

Date: Tue Mar 02 2004 13:21 trotsky (Hambone@Greenspan) ID#377387: Copyright © 2002 trotsky/Kitco Inc. All rights reserved it was in his speech at the Economic club of NY today...warned both Japan and China that they're playing with fire basically, and promised not to raise US rates if they discontinued their interventions. that speech was dynamite imo...the most significant thing he has said in quite some time, i.e. two weeks to be exact...the GSE admonitions rank there as well, high on the significance scale. of course he keeps saying the current account deficit will right itself sans disruptions...i rather doubt that.