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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: BubbaFred who wrote (47222)3/10/2004 11:13:30 PM
From: TobagoJack  Read Replies (1) | Respond to of 74559
 
Hello BubbaFred, China needs to slow down for its own good, and my guess/wager is that China will have plenty of help from developments all around the world soon.

Day of reckoning is close ;0/

Chugs, Jay



To: BubbaFred who wrote (47222)3/11/2004 10:57:42 AM
From: Mary Cluney  Read Replies (1) | Respond to of 74559
 
<<<Asia Pacific: The Global Cycle Has Peaked>>>

Andy Xie could be right. On the other hand, he could be wrong. His thoughts are based on lot of scholarly experience, but when you come down to it - his conclusion are based on a whole lot of assumptions - or what we call WAG (Wild Ass Guesses). But, since Morgan Stanley puts its name behind it, I guess it should be worth at least the keyboard that it was input from.

Other than that, I would not bet my ranch (if I had one) on it.

The Global Growth Cycle, if it is a cycle, may or may not have peaked, but if the Global Growth is secular in nature, than its a whole nuther story.

I maintain we will not know until after the fact. Then someone like Andy will become important in explaining to us how it happened. I think Andy and his type should stick to splaining what happened after the fact. Before then, Andy and his type are not much help, in my opinion (based on my own WAG indicators).

Mary