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To: Real Man who wrote (404566)5/11/2010 6:06:08 PM
From: Box-By-The-Riviera™1 Recommendation  Respond to of 436258
 
at this stage i agree. but i hesitate to completely give in to a decoupling theme......yet.

but that may well just be an element of the greater wall of worry <g> so trade on it babe.

dollar strength among so many other things, cannot be bullish for the usa multinationals theme or exports as once touted through the rally from the bottom. right now it is in fact the absolute reverse of that tout given perfect valuation levels.

but hey, that would be too easy, wouldn't it.

and china just keeps falling, which also lead the 2007 bust and i may be correct in saying the 2002 bust....must confirm that. but everyone is watching old europe which just lost its ability to remember the last 80 years of history...some of their voters lived then.

and mr. copper? sucks!~! <g>

we need all of barton's friends to come out with super duper buy recs. and of course westy to go long.

check this moron out while you wait:

05:40 PM The European bailout is not "TARP Deux," Doug Kass says, for many reasons. Will Europe have the same resolve the U.S. showed when implementing necessary fiscal controls? Will Europe be willing to "extract the skin" of their financial institutions, as the U.S. did to equity holders of AIG (AIG) and other publicly-traded firms? Kass doubts it.



To: Real Man who wrote (404566)5/11/2010 7:56:29 PM
From: Box-By-The-Riviera™  Read Replies (1) | Respond to of 436258
 
pboc ready to go all the way with a hike in rates.

how's that working in your black box?