Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: I_C_Deadpeople who wrote (10114)	3/14/2004 5:19:34 PM
From: loantech	Respond to of 110194

Eric at least we can grow a lot of food here in the good old USA and sell it. Jack those prices sky high when trading 4 bushels of wheat and one basket of apples for a whole toyota made in China.

To: I_C_Deadpeople who wrote (10114)	3/14/2004 5:27:55 PM
From: mishedlo	Read Replies (3) \| Respond to of 110194

Actually it made perfect sense and it not inconsistent with my own viewpoint. Not in the least. Once China growth stimulates china demand and Chinese/India recovery no longer needs the US consumer, god knows what happens but I doubt it will be pretty. I think that is a ways off but who knows. Right now we have huge distortions with the US consumer being the consumer of last resort. That is an enormous worldwide problem (as well as a recessionary one) short to mid term. US demand will die with jobs once refinancings and other stimulus wears off and on that I think we are extremely close. Short term to mid-term, china is also looking to slow growth. I do not fully understand all of the long term consequences of that unleashing of China demand (and I doubt anyone does) but I am quite positive it will NOT be much good for the average US citizen.