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: mishedlo who wrote (11136)	4/1/2004 10:37:15 PM
From: Jim Willie CB	Read Replies (2) of 110194

funny on McCulley, bravo for not permitting a depression bravo for buying time bravo for fooling the stock market bravo for allowing ransacking of inflated home equity bravo for acting at all but sad that the outcome will not be pretty more debt to resolve no more bubbles to inflate for deadbeat rescue this is an historic set of paradoxes and curve balls so many really bright people are misreading the signals I side with Gross on this tagteam choice he senses general inflationary pressures, so he punted on bonds then he hides in TIPS, a little confused he sees something horribly wrong, with Asians subsidizing credit markets he correctly calls our Trez Bonds absurdly overpriced versus other bonds he is very concerned about currency risk with a falling USDollar McCulley seems to display aggregate inflation / deflation thinking reflation will lift the system as a homogeneous unit such thinking is rampant among the unenlightened cogniscenti it will not instead we get the cost side rising while the price side struggles to rise thus we will produce a crackup he misses most of the internal broken dynamics / jim

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