To: ild who wrote (71482 ) 10/9/2006 12:42:12 PM From: orkrious Read Replies (2) | Respond to of 110194 Japanese consumer spending has been plummeting for months... -- trotsky, 12:19:04 10/09/06 Mon however, read this carefully - this article contains analytical fallacies grounded in the Keynesian myth that consumer demand determines an economy's health: Japanese consumer spending 'may fizzle'bloomberg.com note also the disinformation contained in the article's title: "consumer spending 'may fizzle'". in the body the article they then go on to state that spending plunged by a full 4.3% in August alone, and has been shrinking EVERY SINGLE MONTH this year. @the housing bubble bust -- trotsky, 12:05:39 10/09/06 Mon the following illustrates how severe the bust is, and how fast things are going off the cliff (a very apt metaphor in this case): " 1. On 9/13/06 Kara was bragging about completing "two most profitable quarters in the history of our company". 2. On 10/06/06 Less than one month later Kara filed for bankruptcy protection. " the Kara cascade by Mishglobaleconomicanalysis.blogspot.com # # @PoG -- trotsky, 11:35:15 10/09/06 Mon this was probably the shortest-lived geopolitically inspired rally on record. which sort of tells you all you need to know about the size of the threat (=zero). @North Korea -- trotsky, 11:23:36 10/09/06 Mon yaaaawn. one wonders what all the hoopla is about. didn't we already know they had nukes? who are they going to attack anyway? the only effect of their having them is actually that they themselves are safe from being invaded and occupied. which, by the by, wouldn't make a lot of sense anyway, not even from the PoV of the neo-con mafia. after all, communist regimes such as NK's eventually go under of their own accord, as the lack of a market economy leads inevitably to total economic collapse down the road. NK is already de facto insolvent. # # @whos' who in the zoo -- trotsky, 10:41:18 10/09/06 Mon please be advised that my old kitco handle 'trotsky' has apparently been appropriated by someone else. why anyone would do that is beyond me, but anyway, there it is. like Hambone, i went there to try and protect my old handle, but it was too late. should any of you read the new kitco forum, please note that 'trotsky' is NOT me.