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Strategies & Market Trends : The Residential Real Estate Crash Index
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To: Lizzie Tudor who wrote (39920)8/31/2005 7:17:26 PM
From: CalculatedRiskRead Replies (2) of 306849
 
He makes a cogent argument. Deflation depends somewhat on how the FED reacts when the economy starts to slow down. There is tons of speculation today on whether this is the "straw that breaks the camels back" of an already fragile economy. I review some here:

Recession Coming?
calculatedrisk.blogspot.com

I also like his discussion of the dollar (rally over) and energy (probably near the top). If we do slide into recession, I think oil prices will drop significantly.

Interesting times.
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