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Mark is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com/); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to... More
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  • Julian Robertson: US May Face 'Armageddon' If China, Japan Don't Buy Debt 8 comments
    Sep 24, 2009 04:45 PM
    But other than that - the legend is bullish.

     

    Well except for the potential 15-20% inflation.
     

    The whole video here.

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This post has 8 comments:

  •  
    people forget that the US savings rate has increased recently which has primarily gone into bonds. That should take care of any reduced demand from Japan and China temporarily.
    Sep 24 06:19 PM | Link | Reply
  •  
    May?

    Currently the Fed (or Treasury, I forget) buying long term obligations from foreigners, so they can buy short term bonds, and still experiencing net reductions outstanding, "may" becomes quite relative.

    As in, may-be it will happen in 10 years, or may-be next year.
    Sep 24 08:05 PM | Link | Reply
  •  
    Theres a revelation.... Also I dont think the active descriptor here is "MAY" if I had to pick, I would use "WILL".
    Sep 24 09:56 PM | Link | Reply
  •  
    It appears that "the party" is about over.
    Sep 24 11:40 PM | Link | Reply
  •  
    so what china and japan are going to buy ? Rubli ?

    I think the worries about america public debt are really out the context .
    I believe a lot of economists tell these horrible stories just to have somebody listen to them.
    Sep 25 03:00 AM | Link | Reply
  •  
    maybe uncle same will buy up our own debt, o wait, we are already...you cant beat the most effective ponzie scheme going-THE US ECONOMY
    Sep 25 09:52 AM | Link | Reply
  •  
    and when government handouts stop the savings rate will dip again. Keep in mind since spring 2008 we've had multiple stimulus programs from Bush to Obama, we've had tax reductions, we've had handouts to buy homes and cars.

    So yes "savings are going up" because the government is giving us money. Its basically taking money from future generations to increase the savings rate today.

    Its a shell game - nothing more.


    On Sep 24 06:19 PM Nathaniel C wrote:

    > people forget that the US savings rate has increased recently which
    > has primarily gone into bonds. That should take care of any reduced
    > demand from Japan and China temporarily.
    Sep 25 10:52 AM | Link | Reply
  •  
    What happens if China turns into a net debtor rather than creditor?


    On Sep 25 03:00 AM ebassa wrote:

    > so what china and japan are going to buy ? Rubli ?
    >
    > I think the worries about america public debt are really out the
    > context .
    > I believe a lot of economists tell these horrible stories just to
    > have somebody listen to them.
    Sep 25 11:00 AM | Link | Reply
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