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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (76470)12/22/2006 4:23:45 PM
From: jimmg  Read Replies (3) of 110194
 
<<I believe the one aspect you will miss badly on is that Brazil Americans ability to pay back, let alone borrow even more, is hitting the wall.

I agree that will eventually happen and I'm looking everyday for signs that it is happening to a degree that is likely to influence the revenues and profits of publicly traded corporations. I'm more than happy to take short positions on those companies that will be impacted by the "BA's" hitting the wall.

Results by Nike and Carmax this week tell me that the vast middle class still has the ability and propensity to not only sustain but to grow their spending.
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