bbzz24

Has the Dollar Bottomed?

hehe. your 'fundamental' analysis seemes really selective. the chinese already are reducing their purchases of U.S. gov't debt. now they want to invest in euro p/e funds (no more blackstones). the arabs are doing that for quite some time. doesn't this look like a predicate for slowed borrowing and higher interest rates as well due to slack demand? and doesnt this lead to slowing U.S. economy which would lead to further shrinking of the trade deficit.

to me it looks like you are just trying to spin the imminent delevering of the U.S. economy into 'fundamental strength'. and have you wondered why the government has to run 6% of GDP budget deficit and a SIV (aka war on terror in Iraq/Afghanistan) that accounts to another 3% of GDP, and another 1% on 'fiscal stimuli' to avoid the technical definition of recession: shrinking GDP. 10% real GDP deficit spending to inflate the economy with 1-2% 'growth'! i guess steroids are not banned in the congress either. for how long these 'fundamentals' can hold on?

The Fannie / Freddie Saga Benefits Short Sellers of Dollars, Financials

when hunky hank says "strong dollar policy" he means: strong ring muscle. you know where. or you dont want to know. either way, you get the point what is to come.