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

To: Wyätt Gwyön who wrote (27878)	3/5/2005 9:11:40 AM
From: russwinter	Respond to of 110194

She makes two arguments here, doesn't she? Essentially that China is overrated as a magnet for capital flow, and secondly the US is more solid than generally perceived. I think she is right about China, but wrong about the US. Both countries are bad news for capital, so why should anybody quibble that much about the distinctions between the two. As far as "corporate capital flows" into the US, it would be interesting see to where? The same bloated financial-consumer Bubble sectors would be my guess? I don't think foreign companies are any less likely to be tail investors than American firms.