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March 22

Been able to listen to Bloomberg radio most of the day.

Right now, sounds like permits are starting to open up in Gulf o Mexico. Pim Fox is interviewing ATP's CEO (forget name).

Also, thing I remember from this morning is that BofA/Merrill Head of Currencies is thinking China/Japan well start to slow, less capital to asia, so $US up.

(That may help solve the QE3 problem - i.e. what buyers will replace the Fed. - My own interpretation. Looks like rates could then stay low).