Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: ild who wrote (36011)	7/14/2005 2:19:10 PM
From: ild	Respond to of 110194

Date: Thu Jul 14 2005 13:51 trotsky (@slowdown) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved the fall in the Baltic Dry index and the sudden 'surprise' slowdown in Chinese oil demand all point to a slowdown in China - which implies that there must also be slowdowns elsewhere. and indeed, OECD leading indicators actually look like the world is on the cusp of plunging into recession: oecd.org Date: Thu Jul 14 2005 13:27 trotsky (robnoel@Martin) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved i don't begrudge him his investment success...but know from experience that 'hot hands' often turn cold after such a streak. anyway, my 'wingnut' comment is based on a few writings of his that have been linked to here - he seems a master of exaggeration and alarmism. as for myself, i'm doing just fine. Date: Thu Jul 14 2005 12:47 trotsky (Earl, 11:14) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved the BS artist in question seems to be well-known wingnut Al Martin. in addition, i question if Robertson deserves the 'never wrong' designation. he's been wrong on several occasions, in some cases spectacularly so ( e.g. when the Yen carry trade blew up in his face in '98, or when he managed the rare feat of buying mostly stocks that went down during the biggest stock market bubble in history ) . all that aside, the concerns he probably really voiced ( minus embellishments ) are well founded as we all know. the greatest credit and asset bubble of all time will deflate most ungracefully when the time comes. it'll be interesting to see who gets scapegoated at the time ( it won't be the people responsible for it, that much is certain. they're already busy covering their behinds with fables about global savings gluts and the like... )