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

To: mishedlo who wrote (3676)	4/6/2004 11:56:17 AM
From: Perspective	Read Replies (1) \| Respond to of 116555

I'm on record a couple of times now saying that the world's new darling, China, is the most likely candidate for triggering the next leg of the depression. They've supplied the pricing pressure environment, and now the massive rush to invest there is causing huge pricing distortions (read "bubble") in a system far less developed and far more unstable than even our own. China is most likely the trigger... Thanks for posting that. Too much info to keep track of these days. BC

To: mishedlo who wrote (3676)	4/6/2004 12:02:23 PM
From: russwinter	Read Replies (1) \| Respond to of 116555

This is a good presentation of the bubbles we all see. But where I have a big problem with you and this, is this thinking that "the authorities" can micromanage enormous macroeconomic events like the Train Wreck. What is this the Soviet Union? Did it work there? That's just nonsense, events will overwhelm them. When they run into severe shortages of about 59 key input goods (about now), there will be just too much to juggle. Watch the whole period between Memorial Day and 4th of July, that's when the parabolic spikes in natural gas (something brewing here, watch for hot weather and gas fired cooling demand for electricity in the southeast), gasoline, the metals, and food will really grip the world in sheer agony. I'm hearing accounts nearly everyday about pass through inflation to the consumer. There were several price changes at my local Wal Mart, Message 19991929 the items I gave you over the weekend, Message 19989629 even CNBC is on this story now, Message 19993635.