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

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To: mishedlo who wrote (36330)	7/19/2005 3:56:50 PM
From: GST	Read Replies (1) of 110194

<Hardly anyone understands the deflationary affects of a housing bust.> You have been extremely helpful at explaining them, although I continue to be concerned that we will have an interference pattern from the current account deficit that is not fully accounted for in a deflationary scenario. Nor do I think you take seriously the pace at which China has come on board, and the powerful internal demand that seems to be kicking in there (without I hope being naive about the extent to which China is a global "export platform" vulnerable to a crash in consumer demand from the US). On the whole, I feel I have learned a great deal about deflationary forces in a housing bust from your posts - many thanks.

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