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

To: Hawkmoon who wrote (99633)	11/11/2008 7:44:03 PM
From: TobagoJack	Read Replies (2) \| Respond to of 110194

hello hawk, lesson #3 <<If you believe that people will permit themselves to serve an economic taskmaster that doesn't better their lives>> ... which nation are you referring to? if usa, then i do not know either way, if china, i am not sure, as standard of living more than quintuppled in my near term memory, bettering usa by 4x. folks feel good not nearly as much about the absolute level as by trend and multiples. <<You might be living in your shiny ivory tower there in Hong Kong ...>> HKG is as real as can be. Denying reality is merely indicative of ignorance and delusion. <<But, of course, I'm sure you'd just pack your bags and head for Singapore or the US>> ... you must be joking, a choice between tyranny and provincialism vs provincialism and tyranny? no thanks. I will head for ... ooh, a tough one, perhaps ... let me see ... some place better or nearly as good as hong kong now ... ouch ... shoot ... eh ... oh, yes, say bora bora. <<What happens when all of those savers start withdrawing their money from your banks because you don't have enough deposit insurance (what is it.. HK$100,000.. or US$12,000)?>> deposit insurance? where? mainland deposits fully insured by govt due to people power. HK? we have no need for deposit insurance, truly, because we are free, and free market. You are a communist, are you not? <<the US permitted China to sell products here, and many US companies formed JV's with Chinese companies to lower their own production costs>> ... permitted? my golly, you are a communist, surely. <<So now you have all of this economic capacity, but facing the prospects of having those markets shut off to you>> ... shut off? why would one want to continue selling to folks who cannot afford socks and bras? goodbye when true. <<So the question is whether China can facilitate the change to internally driven demand to sop of that excess supply capacity?>> ... what do you believe? i need to know, so i can be sure of what is wrong. <<Just hope that the lessons you are so arrogantly trying to point out to us are not visited upon your own economy, as I really fear is going to be the case>> ... you mean de facto depression? you still do not understand, do you? i am anxious for the onset of exactly that, galaxywide triple waterfall asset repricing and eventually, zero state monetary reset, and we have one every so often, about once every 5-10 years, a deep cleansing, a juncture to pray for, a signal to play, and a time to prey ... because we are free. TJ p.s. video.google.com keepsake script

To: Hawkmoon who wrote (99633)	11/12/2008 4:53:42 AM
From: Don Earl	3 Recommendations Read Replies (1) \| Respond to of 110194

RE: "So the question is whether China can facilitate the change to internally driven demand to sop of that excess supply capacity?" China's population easily exceeds that of its export markets. China could make the switch from an externally driven economy, to an internally driven economy almost over night, simply by abandoning the dollar standard and dropping the artificially low exchange rate of its currency. As ludicrous as it may seem, our media talking heads point out the "big trouble" China is in because its GDP only increased 9% this year. 9%!!! Those same talking heads will tell you the US economy is in a bull market if GDP increases 4% year over year.