Tuesday, September 06, 2005

Last Thoughts

Watch NIKK, I say reversal must be near or could bust a gut. Is Japan showing a few signs of life because of equip selling to China? Is that adding more capacity>?

A rally for awhile? who knows, what I do know is it can't last, you don't grow an economy by switching asset inflation for another, you impoverish her, enslave her, sell her out!!!!

300,000 or more thrown out of work in Katrina path? when they begin resurrection, we basically do nothing more than replace what was taken gaining nothing. And those dispalced do they get their old jobs back?

SO much to think about, so many cross currents and conflicts and imbalances swirling around, I agree with RR when he says most difficult market he can remember.

D

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