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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 (34025)6/6/2005 3:54:29 PM
From: Knighty Tin  Read Replies (4) | Respond to of 110194
 
Mish, I agree about steel prices and demand, but the Chinese cannot close all those shiny new factories and can all those people. So, they will huff and puff and then go back to making the stuff that nobody needs.



To: mishedlo who wrote (34025)6/7/2005 4:24:54 PM
From: russwinter  Respond to of 110194
 
Sounds like the Malthusian Train Wreck doesn't it? Now if they can just contract their GDP about 3% (growing their economy at all, won't cut it), they might be able to avert taking the last 59,657 MT in copper and 7,656 MT in nickel inventory on the planet down to zero. Meantime looks like wartime rationing. They better get hoppin'.