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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (25974)	2/9/2005 2:51:03 PM
From: Jim Willie CB	Respond to of 110194

six rate hikes and the long end droops carry trade boys running out of ammunition Asian surplus recycle will continue ad infinitum UNTIL TRADE WAR ERUPTS The key is to follow the destination of the inflated money supply. Does new capital go to the furnace to heat up the living room (to produce vigorous activity), or onto the roof to weigh things down (to contribute to collapse)? The Fed has inflated the usual suspects, not the real economy. It has in fact severely damaged the real economy. Ultimately, the health and viability of a nation depends on the strength of its real economy, and in the USA the economic landscape is under siege of severe scorching. the US monetary expansion is assisting many powerful secular deflation forces, like ..... absurd overpayment for housing heavy debt loads atop heavier debt burdens central bank seawall sandbags which later will sell USTBonds speculation into rising commodities (incl energy) which act like an economic tax the middle innings belong to secular deflation after the crises, gold wins, price inflation worsens but mainly again the COST STRUCTURE this is the singlemost largest error in gold community price inflation is squarely in the cost structures NOT IN THE WAGE STRUCTURE, NOT IN THE PRICING OF GOODS all systems are controlled by Asia and the USDollar decline pricing power will remain non-existent even after the Asian currencys revalue upward the USA will be the tail on the currency dog / jim