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

To: TobagoJack who wrote (12095)	4/17/2004 8:35:41 AM
From: russwinter	Read Replies (1) \| Respond to of 110194

Jay, some good stuff in there. One the aspects I'm especially interested in right now, is the prospect of "lights going out in Asia". As the shortages, bottlenecks, and input goods price spikes intensifies, I would expect businesses there to collapse in the Train Wreck. This will be made all the worse if China cracks down on it's "fradulent crony" credit and lending practices. Message 20020974 I really think we are at or very near that Train Wreck stage. What are you and your contacts seeing and hearing? Could you keep this thread current on these observations? Appreciated.

To: TobagoJack who wrote (12095)	4/17/2004 4:46:54 PM
From: ild	Read Replies (2) \| Respond to of 110194

Jay, do you include house value/equity in peasant's net worth? Many people in Guild and Peasant classes have negative net worth.