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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Mike Johnston who wrote (60320)5/5/2006 10:28:23 AM
From: John Vosilla   of 110194
 
"There are are more and more signs that the adjustment will occur through a decline in the dollar and high inflation rather than a drop in nominal values.

As far as i am concerned the deflation argument is dead."

A good rational summary. I think assets most at risk of heavy losses in the next few years are long term bonds and bubble RE valued at very low cap rates today.
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