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

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To: KM who wrote (697)9/11/2003 7:52:24 AM
From: russwinter  Read Replies (1) of 110194
 
Terrific, is this your writing or it did come from a source? The part about retailing is spot on. Add financials to the mix, and the next stage of the bust should be even worse than the TNT bust.

On the other side of the coin are sectors that have badly neglected by these distortions and maladjustments. The primary one, where there is no slack is energy. Here's a good piece on that:

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