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 <title>Enzio&#039;s Clock - Global:  What is different - and what is not - Comments</title>
 <link>http://www.enziosclock.com/economic/update/2007/10/18</link>
 <description>Comments for &quot;Global:  What is different - and what is not&quot;</description>
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 <title>Global:  What is different - and what is not</title>
 <link>http://www.enziosclock.com/economic/update/2007/10/18</link>
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 &lt;label&gt;Teaser: &lt;/label&gt;
 &lt;p&gt;Greetings from London! &lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-family: Arial&quot;&gt;Some of us older investment guys are not the buyers of some youngsters’ views that “this time, it’s different.”&lt;span&gt;  &lt;/span&gt;Crucially, our young folk can have no benchmark against which to measure “this time”: As Einstein taught us, everything is relative. Are markets are “de-coupling”?&lt;span&gt;  &lt;/span&gt;If so, then why are US data still awaited and anticipated with such energy? &lt;span&gt; &lt;/span&gt;And why is the US Treasury along with the G7 experts so worried about the international ramifications of America’s sub-prime mess? Or are global economies &lt;span&gt; &lt;/span&gt;re-balancing?&lt;span&gt;  &lt;/span&gt;Respecting your time, we are going short on prose and long on staccato ideas below: you can connect some of the dots yourselves. Obviously this is a sketch, not a painting!&lt;/span&gt;  &lt;/p&gt;&lt;p class=&quot;MsoNormal&quot;&gt;&lt;span style=&quot;font-family: Arial&quot;&gt; &lt;/span&gt;&lt;/p&gt;  &lt;p class=&quot;MsoNormal&quot;&gt;&lt;span style=&quot;font-family: Arial&quot;&gt;&lt;br /&gt;&lt;/span&gt;&lt;/p&gt;
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 &lt;label&gt;Topics Covered: &lt;/label&gt;
 &lt;ol&gt;&lt;li&gt;&lt;strong&gt;What is different&lt;/strong&gt;&lt;/li&gt;&lt;li&gt;&lt;strong&gt;... and what is not&lt;/strong&gt;&lt;/li&gt;&lt;li&gt;&lt;strong&gt;How to make money off this&lt;br /&gt;&lt;/strong&gt;&lt;/li&gt;&lt;/ol&gt;&lt;p&gt;&lt;strong&gt;&lt;br /&gt;&lt;/strong&gt;&lt;/p&gt;
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&lt;/div&gt;&lt;/div&gt;&lt;p&gt;&lt;a href=&quot;http://www.enziosclock.com/economic/update/2007/10/18&quot;&gt;read more&lt;/a&gt;&lt;/p&gt;</description>
 <comments>http://www.enziosclock.com/economic/update/2007/10/18#comment</comments>
 <pubDate>Fri, 19 Oct 2007 00:22:23 +0800</pubDate>
 <dc:creator>Enzio</dc:creator>
 <guid isPermaLink="false">523 at http://www.enziosclock.com</guid>
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