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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: russwinter who wrote (24082)	2/22/2005 12:22:02 PM
From: THE ANT	Read Replies (2) \| Respond to of 116555

Agreed.Thats why I have been saying Brazils in better shape.Chinas like the US ,running negative interest rates and a bubble economy.Brazil will go down with them for the ride for awhile but will come up faster as they drop their interest rates.Brasil also will not have to deal with the aftermath of a blown bubble and their real estate will likely go up not down.China started out with the better game plan but didn't know when to stop.

To: russwinter who wrote (24082)	2/22/2005 1:20:00 PM
From: RealMuLan	Read Replies (1) \| Respond to of 116555

Ok, let's wait and see. And all my chips are betting you, as well as Stratfor, are wrong<g>

To: russwinter who wrote (24082)	2/22/2005 1:36:52 PM
From: John Vosilla	Read Replies (1) \| Respond to of 116555

Russ where is the capital coming from to fund all that debt without a major discount to current value that was created the past few years in this country that grows by leaps and bounds by the minute soaking up over 80% of incremental worldwide savings if the perceived credit risks rise, the world slows into recession, inflation keeps rising and tighter monetary policy around the world filters into the system? Just Fannie Mae by itself or some collapse by a Chinese financial institution will cause very serious disruptions.