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

To: NOW who wrote (24678)	3/1/2005 10:42:04 PM
From: mishedlo	Read Replies (1) \| Respond to of 116555

dont ask dont tell contrary investor on the cpi contraryinvestor.com

To: NOW who wrote (24678)	3/1/2005 11:05:04 PM
From: mishedlo	Read Replies (3) \| Respond to of 116555

subprime % nationalmortgagenews.com

To: NOW who wrote (24678)	3/1/2005 11:24:59 PM
From: regli	Read Replies (1) \| Respond to of 116555

I like the blog. Interesting insight into India with a lot more depth than usual. I also liked their take on the Stratfor China analysis which I consider to be a highly biased view with a convenient ending from a U.S. perspective. However, it would have been helpful had they addressed Russ' take on what continued high oil and input goods will do to them if they cannot gain pricing power soon. On the other hand, if I have learnt anything, it is to respect a Chinese businessman's ability to survive in the face of adversity and diminishing income!