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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Mike Johnston who wrote (92365)3/17/2008 11:39:52 PM
From: John Vosilla   of 110194
 
'Deflation IS low bond yields.'

That is about it. Oh and it costs much less to remodel your house than two years ago and rents are somewhat cheaper in the ground zero bubble markets.. Have to look at the big picture. Housing bubble was a misallocation of capital the likes we have never seen before..

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