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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 (24280)	1/9/2005 10:24:50 AM
From: orkrious	Read Replies (1) \| Respond to of 110194

when they realized the preemptive liquidity...was overdone or the bailout operation was largely completed, then backed off and set off the NAZ collapse. when they revert back to form and start monetizing again, do you think it will stabilize the stock market, or will the market start sniffing the economic slowdown headed our way (already here?) and roll over anyway? i.o.w., do you think we've reached that point where it's time for the dollar, bonds, and stock market to all puke together?

To: russwinter who wrote (24280)	1/9/2005 10:32:09 AM
From: loantech	Respond to of 110194

Edit dup. EOM.

To: russwinter who wrote (24280)	1/9/2005 10:32:13 AM
From: loantech	Read Replies (1) \| Respond to of 110194

<Then we need to take serious flucht in die sachwerte strategies.> Buying mining stocks I assume?

To: russwinter who wrote (24280)	1/9/2005 11:59:14 AM
From: gregor_us	Read Replies (1) \| Respond to of 110194

Let's Add a Discussion of Washington Policy to This Mix. IMO, policy initiatives like SS Reform, supplemental requests for Iraq/Afghan and Tax Reform are going be big, big drivers this year of action in the markets. I have asked this before, but... 1. Is the mind-blowing borrowing part of the insane SS Reform Plan an extension of Washington Reflationary Policy? 2. If we agree the USD will react further to the downside at the prospect of any massive SS borrowing plan, would broader markets begin to react negatively at the prospect the borrowing does NOT take place--thus confirming the reflationary "hope" the plan offered. 3. If we are sucking up 80% of the world's saving already, how much is left to lend us the 2 trillion over ten years for the SS reform plan? LP