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

To: GST who wrote (109230)	10/18/2010 5:16:23 PM
From: silvertoad	Respond to of 110194

thank you for that excellent and lucid summary!

To: GST who wrote (109230)	10/18/2010 5:33:08 PM
From: benwood	Respond to of 110194

Excellent summary, GST.

To: GST who wrote (109230)	10/18/2010 6:13:35 PM
From: Little Joe	Read Replies (2) \| Respond to of 110194

Somebody pays the interest on that debt.That is us. It is a matter of time until the interest exceeds our entire budget. In fact if interest rates take off it will occur very soon. Under your scenario interest rates would take off and we be unable to pay the debt, so it will retire itself. At least I think so. This will sure be a learning experience, whichever way it happens. We do live in interesting times. lj

To: GST who wrote (109230)	11/13/2010 1:37:14 PM
From: russwinter	12 Recommendations Read Replies (3) \| Respond to of 110194

With the big input goods inflation the choice for Chinese exporters to the US is go out of business or pass on a new price list. Chinese Exporters "Cope"; wallstreetexaminer.com I have located a couple sites that allow one to track these two variables. One is MIT's daily tracking of 550,000 products from 53 retailers. Enter US and this will show what's transpiring. Of late it ain't too pretty especially in the last month or so. bpp.mit.edu Then there is Statsweeper: go to "Chinese shipping" and click through to Shanghai container index, and then to West Coast. The normal season drop is from August to about early February. Ex the 2008-2009 "crisis" this is usually about 25-30% seasonally. This year it is that already, and it's only November. I say that indicates the phones are off the hook in China for US customers. statsweeper.com The combination of this will rock our world.