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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (54382)	10/18/2004 3:35:10 AM
From: TobagoJack	Read Replies (3) \| Respond to of 74559

Hello Maurice, Today's Watch and Brief: <<So, here's the plan: Uncle Al keeps clicking copy/paste in the money printing mill. So does everyone else. He increases interest rates and so does everyone else. Demand for US$ increases as Earth's GDP continues to boom. House prices sag. SUV sales shrink. Oil demand stabilizes. Oil prices fall. Oil's market share falls. CDMA sales for 3G services boom. Sales of Chinese/India products and services continue to boom. Dow 'profits' increase, Dow share prices increase.>> (a) I believe China boom is over for a while and valuations of a lot of things there and to do with China will collapse; (b) Deflation is "full on" and this time, unlike the last time, will be for real, and unstoppable by interest rate decrease nor helicoptering money, just as neither made ZeroDotZero difference in Japan; (c) Earth's GDP will not go <<boom>>, but "kaboom"; (d) Oil price will level off; (e) CDMA will not be profitable, and its sponsors will not get rich; (f) <<Sales of Chinese/India products and services continue to boom>> and unemployment will rise in the developed economies, coupled with ferocious political backlash, and garnished with seious protectionism, leading to even worse deflation (you know the script); (g) <<Dow 'profits' increase, Dow share prices increase>> is a 'wishful thinking' and a 'nothing doing' If you believe otherwise, then leverage up and buy what I am shorting. Chugs, Jay

To: Maurice Winn who wrote (54382)	10/18/2004 3:36:22 AM
From: elmatador	Respond to of 74559

Mq, plan not working! de-pixelating is more in line Message 20651845 As the case of India shows, countries plan do the opposite. Repatriate pixelated foreign reserves and turn them in asphalted roads, power plants, tunnels, canals, bridges, telecoms networks. Message 20654067 The Abracadabra is exactly this: turning paper money into tangible infrastructure!!! You see, Argentina defaults and nothing happens. Wonder why? The Argentineans themselves have more cash in the US (in form of capital flight) than Argentina owes overseas. Had that money be circulating into Argentina, it would not need as much loans.