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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 (9361)	3/4/2004 10:34:28 PM
From: el_gaviero	Respond to of 110194

"the global economy has massively unused and underutilized resources, particularly human resources." So all of those exploding prices caused by shortages in copper, alumina, recycled iron, and the multi-year low levels of oil storage, and the price of oil at $36 a barril --- all of that is just an illusion, and we can throw as much purchasing media into the system as we want with no ill effects.... I ain't buying....

To: mishedlo who wrote (9361)	3/5/2004 3:59:49 AM
From: Raymond Duray	Respond to of 110194

PIMCO'S BILL GROSS: A Force for Reason and Integrity, Two Qualities Utterly lacking in George Bush's American Nightmare Mish, Re: Who the F is Bill Gross? He's the guy who helped force Jeff Immelt to clean up General Electric's balance sheet two years ago. Gross is the epitome today of the old aphorism, "money talks". Message 17225169 Here is the Outlook essay that forced Immelt's hand: pimco.com Bill Gross is a force for reason and ethical integrity in American business. As such, he's a pretty lonely guy.

To: mishedlo who wrote (9361)	3/5/2004 6:23:49 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

<WOW - Does this guy GET IT or what?> Paul McCulley is a moron. There, one of my more insightful value judgments of late. I'm looking for a good source or index to track Chinese and Asian exports coming out of China/Asia not just goods coming in. If this starts to fall off, it will blow McCulley's BS about too many goods out of the water. The Train Wreck will soon start reducing production of unprofitable goods in China and Asia as input items get price rationed and/or disappear. Any sources or ideas for tracking? West Coast port data?