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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: mishedlo who wrote (22708)2/3/2005 2:23:13 AM
From: John Vosilla  Read Replies (1) of 116555
 
I am sorry. Your RELIGION requires an enormous parlay of things to happen while mine requires Greenspan hiking until housing sinks which will destroy money and credit.

Just look overseas for the possible answer. Isn't the yield curve already flat in UK and Australia with housing already falling yet the stock market is at a 2.5 year high in UK and all time high in Australia? Look for a major housing downturn in our coastal bubble areas and certain oversupplied property types to crash within many of those markets in US. Will it be enough to destroy money and credit (without a major backup in long rates and adjustment to stock P/E and real estate cap rates) and lead us into a depression? Highly doubtful from my perspective.
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