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To: mishedlo who wrote (10770)	3/23/2004 11:04:50 PM
From: Jim Willie CB	Respond to of 110194

we are in near total agreement for the next few months I prefer to look at potential wrinkles on the horizon which turns your words to kahkah, sadly no more debate on details for a while not constructive with your style I am capable of learning without discussing are you dense? I see your point, I see it all along I agree with 90% of what you say you convinced me that a Russ-ist path to quick price inflation is incorrect but you continue to piss and piss and piss, now at me do you see any milestone on DEFLATIONARY HIGHWAY which indicates a turn in the road for rates? can you only think about the next 2-3 months? since I dont share your shorterm horizon, all my hunches, analyses, identifications, perceptions beyond 6-9 months are irrelevant and worth your mockery THAT IS MY POINT !!! it was precisely this style of thought and analysis which led me to conclude last summer that JYen would bust out did your deflationary scenario sense that coming? WE GOT IT, even my JYen 95 target next is 100-101 target before late autumn sorry, Mike but you have lost me for a while, not with content, but respect I have not said rates will sharply rise I attempt to identify what might make them rise and I expect at some time they will rise I also expect some changes to China slowly but surely maybe they hang on course until the 2006 Summer Olympics kick a guy in the nuts, and his ears close I will still read, because my nuts dont have eyes / jim

To: mishedlo who wrote (10770)	3/23/2004 11:13:10 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 110194

I am upset because you disrespect those who disagree, even when their time horizon is longer than yours dont worry, I have a long fuse I withdraw it once in a while and value cyberfriendships esp with really bright people it is not a contradiction to believe one thing during the next 2-3 months, or the next 2-6 months but to believe another thing in the distant 6-18 months you seem unable to respect such thought process you didnt disprove SHIT except perhaps in the next 2-3 months this is not really a debate to win or lose it is a thread to discuss potential factors for change you set up discussions as WIN-LOSE, to your detriment I attempt to set them up as SHARE-LEARN we are playing different games and I stop playing your game you totally overlook the time change horizon and also, you engage in aggregate thinking, just like numbnut US economists China is not an aggregate entity, and you argue like it is it is incredibly different, vs USA or vs EU (falling currency or rising currency) it is incredibly different, vs USA or vs Japan (big surplus or big deficit) they set up a Shanghai Gold Exchange last summer it is part of their plans they have their fingers in 16 pies, not one is this what you are about, WINNING or LOSING ??? not me, sorry I am about learning from different points of view I learn from you one thing I learn is that your huge disrespect is harmful / jim