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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Knighty Tin who wrote (218242)2/2/2003 12:59:17 PM
From: Freedom Fighter  Read Replies (1) of 436258
 
KT,

You know me long enough to know that I have been as bearish as anyone since the late 90s. I understand the excess credit, foreign indebtedness issues etc.. and remain bearish.(including the risks related to derivatives).

I am taking issue with "one part" of his analysis related to private sector credit growth and the asset backed markets. I believe he is double counting there.

When I first started looking at the Fed Flow of Funds reports in the mid to late 90s, I almost had a heart attack as I started compiling and tracking debt growth and debt to GDP ratios. Then I realized that the financial sector credit growth was a double count of other areas.

The heart attack is now a serious murmur. :-)
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