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

To: TobagoJack who wrote (21304)	8/17/2007 2:31:08 AM
From: elmatador	Respond to of 218710

Think post unwinding: "folks will still pay for heat and light". If the money's gone into real economy, it will come back. If the money was invested into luxury, conspicuous consumption (I'm sounding like Protestant Ethic guy here!) that segment will collapse in the ensuing readjustment. There are no underserved profits. There are only deserved profits. If undeserved profits appear, they are being -swiftly-removed from the pocket of the incautious or naive. We didn't want easy money. That's why the interest rates there is that high. Looking to those juicy interest rates the gullible and greedy went there and cash in on the "trem da alegria", and everyone went singing: "skindo, skindo, skindo do do!!" If Skype is back on air I can sing it for you so that you know how it sounds. LOL!!! Back to the subject matter: We just watch the party goes, stumble in to the taxi 4AM and proceed to do the cleaning of the ash trays, throw the empty bottles in the trash, collect the ladies undies a forgetfull young lady left behind, open the windows for fresh air and go again about the normal business... Beef, chickens, frozen orange juice, ethanol, iron ore, soy beans, coffee, tobacco, because the people need to eat. We didn't party. We were just the owner of the place living upstairs while the "skindo, skindo, skindo do do!!" blared into the night. We are the ants that stored for the winter, buying USD in a daily basis for over one year. (There I go again with the Protestant Ethics thing...) You don't know how tough the "Lost Decade" of the 80's was when Paul Volcker sent interest rates to 21% and kicked strated the debt crisis.

To: TobagoJack who wrote (21304)	8/17/2007 9:38:26 AM
From: elmatador	Respond to of 218710

strong growth overseas like a lifeline to the United States from the rest of the world. Don;t tell we are ungrateful people! We will pay the favor the US did for us! In the past, when economic growth has stalled in the rest of the world, the United States has usually been there to pick up the slack. Now that dynamic is reversed. With stock markets plunging around the world on financial worries clearly marked “made in U.S.A.,” and with growing concerns about a possible American economic slowdown, a booming global economy could help contain the damage and even assist the United States in absorbing the shock of the collapsing housing bubble and a credit squeeze. nytimes.com "Decoupling quae sera tamem" "Decoupling even if late." Man, where you get a thread with a Latin quote?