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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Kailash who wrote (2644)3/22/2004 9:33:21 AM
From: mishedlo  Respond to of 116555
 
I have plenty of faith in cooling off scenarios.

1)A cooling off of US demand regardless of where rate go, on the basis that consumers will be tapped out with out jobs and without more re-financings / equity in their houses. At some point the public just gets too scared to spend.
2)A cooling of of production in China cause things are overheated.

Neither of those cooling offs has anthing to do with rising interest rates.

Mish



To: Kailash who wrote (2644)3/22/2004 12:30:55 PM
From: Alias Shrugged  Read Replies (1) | Respond to of 116555
 
Nice post.

The good short candidates are in the financials.



To: Kailash who wrote (2644)3/22/2004 6:07:55 PM
From: NOW  Respond to of 116555
 
great post. best of the thread in a while!


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