The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: russwinter who wrote (7115)	2/6/2004 11:09:11 AM
From: mishedlo	Read Replies (3) of 110194

Those job numbers as poor as they are are even worse than they look. Any comments on that Brian Reynolds article? We do agree on this. It is lunacy for the markets to keep rallying everytime there is bad economic data. This debt expansion is insane, and if I am right about jobs there is no frigging way to service all that debt. It will be interesting to see Fillmore's JBR tonight for sure. The credit risks are very real and no one wants to admit it. I feel a credit implosion coming, but to me that is deflationary not inflationary. Either way, these markets will be toast. Mish

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