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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (77765)	4/16/2008 12:42:21 PM
From: Real Man	Read Replies (1) \| Respond to of 116555

The question I don't get is: what is exactly so bullish about the USD that should make it rally sharply? Is it the current account surplus? Record exports? Positive international investment position? The Fed raising rates to protect it? Half of all investment advisors expecting USD to rally? PPP? Being a carry trade funding currency? Well, the ppp is bullish, but inflation might correct that. -g-

To: Haim R. Branisteanu who wrote (77765)	4/16/2008 12:57:55 PM
From: Real Man	Respond to of 116555

Thanks to the Fed/administration current Wall street/bubble propping policies, we are constantly shedding our manufacturing capacity. The Fed needs to study Weimar Republic experience instead of the Great Depression, IMHO. The Depression will come when our currency is rejected as a reserve currency in the global market place, and we have to depend on what we actually save and produce. We need to abolish the Fed. If these bubble propping policies continue for another 5 years, we'll have no manufacturing left.