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To: maxncompany who wrote (88767)8/17/2007 12:52:34 PM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 313466
 
Inflate or die... Only a band aid. We saw that in 2000. The difference is that then we were buying air.. Now the developing world is buying stuff. and you need other stuff to make that stuff.. We are buying the 'other' stuff.. Many still believe that all hinges on the US. A big problem. You can go broke very easily proving them wrong... so yeah like it or not commodities will be in trouble long enough to impoverish many folks.. timing is everything..

It's always different... except for people's behaviour :O)



To: maxncompany who wrote (88767)8/18/2007 7:15:02 PM
From: aerosappy  Read Replies (2) | Respond to of 313466
 
<<The trouble is way beyond subprime. Even beyond the housing market itself. The insane use of leverage and the trillions in credit derivatives upon derivatives upon derivatives>>

Where is the analysis? Where is the back-up? Who appointed you an economic seer??

"Global growth" requires a strong U.S. economy. Do you think that China would buy and use ANY commodities without the ability to sell products (no matter how defective or unsafe) to consumers in America?? And without China, the other Asian economies will falter.

Assuming that China will suffer far more than the American consumers, I have started shorting FXI and FCX.