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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (7015)	6/7/2006 1:00:33 AM
From: Box-By-The-Riviera™	Respond to of 217652

korea has been whacked, a market forerunner. germany just upped their vat which will kill their mediocre progress at the expense of all, for the sake of the political move as well as the ecc deficit issue. taiwan.. bye bye. eastern europe is europe's china. a deflationary input for half the g7 at best. 5/7 for sure. what do spain ireland and norway have to do with it, any more than iceland... whose currency just got trounced as the edges unravel around the core worldwide.. ......bottom line, think again.

To: energyplay who wrote (7015)	6/7/2006 2:32:23 AM
From: TobagoJack	Read Replies (3) \| Respond to of 217652

EP, in good faith, I think one of us is misunderstanding the situation. My premise is that all that which looks good do so because of the liquid deluge, and as reasoning goes, goes the deluge, so goes the good looks. True inflation is at 7-8%; Nominal rate is at 5%; Even so, truly productive employment @ homeland is anemic, dependet on mortgage banking, building bathrooms, and food services, whereas truly productive employment in the periphery is dependent on willingness to extend -2% real rate vendor financing; and All powered by zero % financing from Japan via Fannie Mae. It never looks <<really BAD>> until it does, when obvious, imo. Chugs, J