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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 (11972)	4/15/2004 7:57:22 AM
From: orkrious	Read Replies (2) \| Respond to of 110194

russ, have you seen anything on the level of japanese buying of us treasuries since they announced they were going to stop intervening? I'm wondering how much of the backup in rates can be attributed to them. tia ork

To: russwinter who wrote (11972)	4/15/2004 8:23:30 AM
From: TheSlowLane	Respond to of 110194

Russ, I wonder if the econo-missed's saying that China will not revalue are the same ones telling us we have no inflation. At any rate, anyone tuning in here or to Coxe won't be surprised if it happens sooner than the consensus view. Anecdotally, I have spoken to a couple of the juniors that I own who operate in China about this. I asked them whether they are seeing any pushback on mining projects due to capacity constraints/overheating. What I have heard is that China is still very committed to exploiting their mineral resources and to making the environment accomodative to foreign investment. I asked about power, for example and heard that power is a local consideration and that Yunnan has plenty of it. Anyway, exploration doesn't require a lot of juice, not like a mining operation in production. Just some thoughts.