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 (37453)	8/1/2005 12:15:13 AM
From: Crusader	Read Replies (1) of 110194

I think these words you say make perfect sense. To me the standards of credit have gone downhill over the generations and society really needs a reality check. This is from a common sense point of view. As I've heard mentioned before, it really is a credit bubble (hence the topic matter of this thread) more than a housing bubble. So we gat a recession and a housing price retreat alongside a tapped out consumer and a resulting slowdown in the likes of China. We get a pullback in commodity prices including oil. In the mean time, the Fed will ease rates again and we will see a falling US dollar which will lead to higher prices on everything that must be imported including oil. This is in the face of increasing long interest rates. Eventually world demand picks up again and the recession ends bringing the price of commodities up again. The US does not fully recover but must restructure for 15 to 20 years. China will perhaps be accumulating gold as part of their reserves to create a stronger currency. What then would be the best strategy and asset mix at this time?

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