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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: CalculatedRisk who wrote (73190)10/30/2006 1:45:05 PM
From: SouthFloridaGuy  Read Replies (1) of 110194
 
Happens every quarter one way or another, such is the nature of the reporting.

Respectfully disagree on the recession call. Slowdown, yes, and even that will be specific to housing. Recession, no.

Housing woes will stimulate other parts of the economy which are not overvalued if the Fed so chooses to continue its path of cheap money, much like housing was stimulated in 2000 when stocks and corporate spending fell. Had housing been an overvalued asset back then, it would have fallen too -- but it wasn't. In fact, it was a bargain because rents were quite high due to dot.com/telecom/bubble etc.

Based on the above scenario, the best "investment" right now in my mind is 1) gold and 2) large caps
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