The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Vosilla who wrote (36457)	7/21/2005 10:25:04 AM
From: mishedlo	Read Replies (1) of 110194

Maybe Mish, besides being incapable of addressing my other points should also answer why even with the bursting of the housing bubbles in both Australia and the UK their stock markets are at all time highs if we are entering a housing bust lead deflation/depression/K-Wave world coming to an end scenario? I thought I addressed that. If not here goes. There is still mammoth liquidity out there. A bust does not happen everywhere at once. Just as the stock market here in the US rallied on every hike, I suspect the reverse will happen on every cut. Everyone expects demand to pick back up when cuts start coming. I suspect it will not. That is when the rubber meets the road and we have not yet seen a cut in the UK or a pause in the US yet. This has been a strange cycle to say the least. Mish

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next