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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 (15251)6/14/2004 11:30:11 AM
From: ild  Read Replies (1) | Respond to of 110194
 
Global: Escape Act

Stephen Roach (New York)

morganstanley.com



To: russwinter who wrote (15251)6/14/2004 4:57:37 PM
From: Jim Willie CB  Respond to of 110194
 
Russ, ran with the theme "Tales from the Crack-up Boom"
my Monday wrapup
a continuing theme of wreckage
/ jim

financialsense.com



To: russwinter who wrote (15251)6/14/2004 11:01:03 PM
From: Jim Willie CB  Respond to of 110194
 
Russ, ran with the theme "Tales from the Crack-up Boom"
my Monday wrapup for Puplava
a continuing theme of wreckage
/ jim

gave wrong webpage address before, sorry
financialsense.com



To: russwinter who wrote (15251)6/15/2004 2:43:37 PM
From: Jim Willie CB  Respond to of 110194
 
Russ, this Ekervik guy points finger at Fanny bailout
I refer to the desination of the Fed's M3 new $400 billion

the Fed is monetizing the Fanny & Freddy damaged books
could be simple debt
could be hedgebook
could be swaps
could be all the above

Where is the Horror?
June 07, 2004
sketchy, but makes a nice argument
going from various Poole comments about risk to the system
Poole began his warnings back in March 2003

safehaven.com

/ jim


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