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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 (12924)	4/30/2004 7:33:15 AM
From: Crimson Ghost	Respond to of 110194

Here in Florida, newspapers are reporting that serious shortages of cement are threatening to crimp the building boom.

To: russwinter who wrote (12924)	4/30/2004 7:46:44 AM
From: Elroy Jetson	Respond to of 110194

That's certainly the end of China growing their infrastructure faster than their economy, at least for now. New money is going to come with a much higher price politically. I think it's going to be interesting to see how they cope with rising unemployment if they can no longer feed the losses at state owned companies. It seems like they might accept almost any terms to keep them employed and their society stable. Even more imported "deflation" for America and the West.