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

To: TobagoJack who wrote (51238)	5/16/2006 7:42:52 AM
From: elmatador	Read Replies (1) \| Respond to of 116555

Brazil takes USD and send them back as payment of the debt...

To: TobagoJack who wrote (51238)	5/16/2006 7:46:34 AM
From: elmatador	Read Replies (1) \| Respond to of 116555

TJ, Europeans are salivating for another meltdown. They love the see a formation capital flying and looking for a place to land :-) Full speed ahead to another Asian meltdown Looming ahead, perhaps in 2007 when a year or two of vanishing profits finally cause a contraction in business activity, is China's first serious slowdown in years, one that could bring new kinds of pain, the CLSA economist says. smh.com.au

To: TobagoJack who wrote (51238)	5/16/2006 10:22:37 AM
From: Earlie	Read Replies (4) \| Respond to of 116555

Jay: As always, excellent comments. And you are located where you can sure as heck get a better view of what is going on over there. (g) Also, I couldn't agree more with you about the inevitability of there being lots of bagholders. That said, intelligent folk will recognize that an early exit is better than a late one. (g) I don't disagree with your comments on the commodities per se, but I do expect to see them come off..... perhaps even violently. My own view is that the suppliers of many commodities have worked hard to increase their ability to meet the burgeoning demand. With evidence of a global slow-down showing up, I suspect that any ensuing reduction on the demand side will hit commodity prices hard. I will go out on a limb and suggest that it wouldn't surpise me to see oil fall to $45 over the next 12 months. Time will tell. And of course, as we both know, commodities tend to fall in price over time. Keep the observations and comments coming as they are appreciated. Best, Earlie