China Strategy and the Unmentioned FHA Mess

In this Radio Free Wall Street Podcast Russ Winter and Lee Adler discuss China’s possible strategy vis-a-vis US debt straight from Sun Tzu’s Art of War, the huge problem of FHA mortgages, and the strikingly bad news in the Treasury’s July statement.

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3 comments for “China Strategy and the Unmentioned FHA Mess

  1. niky
    August 17, 2010 at 1:29 pm

    you guys are a bunch of faggots, charging for this information.. wtf, get real.

  2. wizardc
    August 17, 2010 at 2:44 pm

    Lee please do me a favor! Stop interrupting Russ when he’s making a point!

    Russ’s Sun Tzu strategy thesis is ON POINT!!!!!

    Please Lee, I know you’re smart but, Russ makes great points!

    Thank you

  3. August 18, 2010 at 8:56 pm

    wizard- could you give me an example. I spend about 4 hours editing the recording and there are occasional instances where one of us is talking over the other. I move the track so that the thought is completed. I guess I’m doing a better job with the times when Russ talks over me than when I talk over him.

    If there’s something you think you missed, we can always go over it again next week.

    Russ just sprang the idea on me the day we did the recording, so I was trying to get my mind around it. Having had a day to think about it, I can’t agree with him. China maybe can stop buying Treasuries, but if they were to start selling they would destabilize the Treasury market, bring down the world financial system, and crush the Chinese economy.

    My position is that this isn’t going to happen. Doesn’t change the fact that I agree with Russ that yields will rise. Our differences have been based on timing, as you know.

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