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: Crimson Ghost who wrote (29819)	4/2/2005 3:31:53 PM
From: John Vosilla	Read Replies (1) of 110194

How about the fact that without higher rates bubbles (real estate especially) will continue to expand from already extremely dangerous levels. Perhaps Greenspan's conundrum on steroids? What to do now after this great misallocation of capital and transfer of wealth to real estate owners in the bubble markets? So many critical industries seem to be rolling over even though monetary policy is still accomodative and the yield curve has a ways to go before it gets flat. Somehow I doubt the coastal bubble gets popped until the end of 1% start pay rates and no money down. That won't end until credit losses skyrocket (already starting in the midwest), the long end is much higher (perhaps another 200 basis points on 10 yr) or the yield curve inverts.

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