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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: kris b who wrote (75835)	12/16/2006 5:20:18 PM
From: russwinter	Read Replies (3) \| Respond to of 110194

A little history on China might be in order. The Nationalists lost power in their Civil War with Communists because of a great inflation that wiped out their main support groups, the middle and rural gentry. I think that's pretty ingrained in China even today. I heard numerous references to the "great inflation" while in China. fee.org If I had to hazard a guess, they are sensitive to it, but on the other hand think they have badly miscalculated it's potential of late (believing too much bogus deflation BS). I still think they might end up reining it it.

To: kris b who wrote (75835)	12/16/2006 7:43:43 PM
From: TobagoJack	Read Replies (1) \| Respond to of 110194

they can inflate for a while longer, given the 600 years pent-up demand for infrastructure and needs for upgrading living space from 45 square foot per person to 50 sqft of better space for same person they still only have less highway per whatever the relevant measure than does mexico the issue then becomes, will china run out of demand for infrastructure before america run out of debt capacity and japan run out of savings or old people excel spreadsheet can help settle the issue :0) i figure america will run out of debt capacity first, either soon, or within 10 years (if then, demographic issue also becomes a financial gravity well of considerable pull) japan will run out of savings and old people, say within 30 years then china will have had its fill of infrastructure, say 50 years ... so, the script: hiccup, debacle, rebirth, or, alternatively, debacle, more debacle, rebirth, or debacle, more debacle, stillborn goldilocks is out of the equation