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

To: Tommaso who wrote (50773)	5/8/2006 3:46:56 PM
From: regli	Read Replies (2) \| Respond to of 116555

I believe that the opposite of what happened in 2000 could very easily take place if the FOREX markets became disorderly. I have no doubt that the ECB and BOC would play along. Message 22429359 From my perspective the opposite of that 2000 trade isn't at all impossible as it would likely be also in the interest of the ECB and BOC at such a time. The 2000 situation was because the ECB and the Fed wanted to stem the fall of the Euro.

To: Tommaso who wrote (50773)	5/8/2006 7:40:51 PM
From: Earlie	Read Replies (1) \| Respond to of 116555

Tommaso: Couldn't agree more. - US has borrowed itself into oblivion.... government, states, citizens, etc. Can never be repaid and world is starting to recognize this fact, which means a currency meltdown is inevitable. - Jobs continue to flee the country.... replacement jobs provide reduced pay. Hello debt serfdom. - Pension funds mostly broke.... boomers will be forced to work well past retirement age and for peanut wages. - US can't afford current military.... but at least this will self-correct shortly and we will see lots of rusting military equipment at docks and on desert (a la Russia of a few years ago). Especially if oil costs continue to move up... tanks, etc. get lousy mileage. (g) - a globe knee-deep in US treasuries is just now starting to figure out that it needs to "off" this toilet paper without stirring up the masses... once this becomes a rout..... - real estate implosion ends re-fi game.... US consumer ATM is closed. "Mattresses against the doors" attitudes bode ill for both a humbled US consumer as well as those who supplied him and got paid in useless debt paper. An already nasty current global manufacturing glut worsens. Anybody see a replacement for the "buyer of last resort"? - Iraq war and "war on terror" also not affordable so printing presses continue in overdrive...... dollar is already toast... soon to become a blackened crisp. - Trade imbalance? "imbalance"? I love how words can shape perceptions. How about "trade tsunamai" or "trade hurricane"? You have to wait until the wave(s) hit the shore before you understand their destructive power... -Peter Pan PEs based on EBEOAK accounting (earnings-before-expenditures-of-any-kind) set up the markets for the next "down leg" of current secular bear. And on the positive side of the leger... (g) Puts and GOLD R US Best, Earlie