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To: Rarebird who wrote (417895)9/23/2011 12:39:19 AM
From: Cogito Ergo Sum  Read Replies (1) | Respond to of 436258
 
So the Chinese can go on huge asset buying spree.. Bonds have a ceiling... so they would be wise to convert ? as USD rises... sell the strength...
How does the US economy benefit beyond cheap inputs ... I cannot see role reversal and export to China supporting it.

Europe looks like toast.. well lots of it and there goes bright spot Germany's markets for the most part..

so do you see massive deleveraging ... ie... the end game is here...