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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (10825)	3/26/2004 10:00:07 AM
From: Elizabeth Andrews	Read Replies (2) \| Respond to of 110194

Yes, it is an important situation to be on top of. I don't see the bust scenario but major sector rotation that the funds haven't figured out yet is in the cards. Wait until some of that cash starts moving into this relatively small sector. This a fundamental industrial change globally and important for the USA. It should be good for jobs but maybe too late for Bush. We helped create this and now the polity of China, and the current dynasty, which is very strange beast with many of the issues of communism mixed in, appears to have the right formula. Someone said that the Chinese are control freaks but they really understand money. If they cool off the race from poverty to consumerism it will mean another Dynasty change. I want to be on record as naming this Dynasty. Recently there's been the Tang, (900 ad), Song (1200 ad), Yuan (1300 ad), Ming (1600 ad) and the Qing (1900 ad) then the PRC. I think this era should be called the Ka-Ching Dynasty.