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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (22507)	11/29/2004 11:44:27 PM
From: whitepine	Respond to of 23153

Larger macro economic trends: for those who may not read or listen to his web casts regularly, this may be worth your time. jonesheward.com Basic Points for November. Page 7 is particularly funny.....and relates to themes discussed here in the past. wp

To: energyplay who wrote (22507)	11/30/2004 12:15:13 PM
From: Jim Willie CB	Read Replies (1) \| Respond to of 23153

further 10-15% devaluation of USDollar will kill more of US Economy it will cost more jobs from higher production cost squeeze more than offsetting higher tax receipts you assume higher job growth and wages neither has happened with the last 10-15% US$ decline almost 90% of job growth is fictitious, from Birth-Death model small businesses are not burgeoning in a new growth climate yet you assume higher job growth and wages will occur in the next round trade gap has worsened badly in the last two years imports have risen 38% exports have risen only 27% all during a USDollar decline expect this to continue until you hear of US mfg firms announcing a grand return to US shores from Asia not gonna happen anytime soon US savings rate is negative !!! "not in as bad shape" check consumer debt explosion, +40% since 2000 take out self-paid rent for homeowners take out self-paid bank check services and you have minus 2% savings rate before you make pronouncements on the future, check the past / jim