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

To: Taikun who wrote (42586)	12/11/2005 5:46:31 PM
From: TobagoJack	Read Replies (1) \| Respond to of 116555

david, <<My coin collection is dancing, how about yours?>> ... busy orgying. <<Then $9600/oz>> ... sounds about right. Triangulating from the other direction, mirroring i.com e/slashnet collapse, usd denominated and domiciled assets may fall 95+% in compressed time, and if so, then so, via combination of currency, asset valuation, and inflation motion. The question then becomes one of 'how long is compressed time?' <<but in a Catch-22, the higher rates derails the housing market and weakens the banks>> ... indeed. <<Ben will shower money on US households... need every Sikorsky on the planet to do so>> ... sexy! <<whether commodity currencies like the Kroner, Loonie and Aussie will ultimately be forced to raise rates as well in a global liquidity crisis, or will they survive on their commodity exports?>> ... i bet raising rates, else carry trade balloons their book of debt and leads to collapse of currency vis a vis the ... oops usd ... and ... <<For the Yen to be at 121, as Coxe points out, something strange is going on. Either the Japanese are really giving up on their currency or the Chinese are no longer pulling their weight to support USD and Japan has to sell all the Yen it can to buy dollars>> ... my wager? the answer is yes and yes. <<Their easy money policy might have to end very soon now, for Japan needs to staunch the flow out of the Yen>> ... they, the officialdom, do not care, because it is about jobs and such; and they, the electorates, also do not care, because they can and are buying gold. Heck, Yen can go back to 380 or 450 per USD, as it was once in history, what would it matter? The Japanese would still be wealthy, relatively speaking, and more fully employed, as they wish.