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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: Pogeu Mahone who wrote (237262)	1/30/2010 1:17:39 PM
From: TH	Read Replies (2) \| Respond to of 306849

zeus628, That could be big news. Add in this news and we could have an interesting week for the Dollar. I'm betting we see the Dollar top sometime next week and that should put the bid back on the market. GT TH news.yahoo.com China suspends military exchanges with US AP By CARA ANNA, Associated Press Writer Cara Anna, Associated Press Writer – 1 hr 18 mins ago BEIJING – China suspended military exchanges with the United States, threatened unprecedented sanctions against American defense companies and warned Saturday that cooperation would suffer after Washington announced $6.4 billion in planned arms sales to Taiwan. The response to Friday's U.S. announcement, while not entirely unexpected, was swift and indicated that China plans to put up a greater challenge than usual as it deals with the most sensitive topic in U.S.-China relations. "This is the strongest reaction we've seen so far in recent years," said Stephanie T. Kleine-Ahlbrandt, northeast Asia project director for the International Crisis Group. "China is really looking to see what kind of reaction it's going to receive from Obama on this."

To: Pogeu Mahone who wrote (237262)	1/31/2010 10:52:31 AM
From: Perspective	Respond to of 306849

<44.5 percent of people under 25 in Spain were without work at the end of 2009. > Holy crap. Has Spain always had trouble like this? If so, why??? Would explain why they were one of the powers that tipped to the dark side in WWII. What a mess. I don't see how they can possibly make good on their claims to cut the deficit; it would literally be economic disaster for them. What happens if they don't cut? The Euro is stuck with them, like it or not, right? I think we should explore this possibility - there may some contrarian investing themes. If they did cut, Spain would tip deeply into deflation. Spanish stocks, especially banks and real estate, will tank hard. It would be political suicide. My guess is that this is nothing more than talk to delay infighting with the rest of Euroland. Perhaps they finally get their medicine either way. DISCLOSURE: already (patiently) short Spain. `BC