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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: carranza2 who wrote (63982)5/30/2010 10:00:09 AM
From: Haim R. Branisteanu5 Recommendations  Read Replies (3) | Respond to of 217744
 
C2 I received this letter from TJ, and an interesting point is that he IS expecting the EUR to recover - see his page 2 graph - to which I concur, I agree. Same with China but a slowdown in China is unchartered waters as the rest of the world will collapse and deflation will ensue.

What brought about this fragile stabilization (not recovery) was the BRIC countries who increased consumption and continued with the infrastructure work. Brazil is booming as is India and China we all know.

Unfortunate event that India for example started from a very low base and has very high potential of continued growth a pause IS needed.

How this pause will pan out in the US is any ones guess, therefore the EU with its debt restructuring has somewhat better chances than the US to weather the coming storm.

Those $2 to $3 trillion wasted on the subprime debacle are dearly needed now - I hope that the world at large will never forgive WS for the crimes they committed.

I would fully support that the US should pay the world compensation for the evil done to so many individuals and small comunities and even nation in the same way that Germany was forced to pay compensation after WWI – may be then WS financial firm will be treated accordingly to their sins



To: carranza2 who wrote (63982)5/30/2010 2:24:41 PM
From: pogohere  Respond to of 217744
 
February 16, 2009 — 23 January 2009 Hugh Hendry being interviewed by the Financial Times.

7:08min

youtube.com