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: John Vosilla who wrote (24590)	1/13/2005 3:49:13 PM
From: damainman	Read Replies (1) of 110194

This kinda reminds me of DELL during the Asia crisis of '98 (or was it '99?) - stocks went to hell but all DELL did was go up. Imo, homebuilder stocks aren't cracking because they are the only sector that one can reasonably be sure of to make the quarterly numbers (doesn't matter how, just that they do.). Techs in general are too dicey right now and so fund money has to go somewhere - straight to the bubble. From the looks of their yields, bonds are forecasting something horrible down the road and stocks (except homebuilders) seem to be finally getting it.

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