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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (50282)1/20/2006 12:46:52 AM
From: Claude Cormier  Read Replies (4) of 110194
 
Mish - A complete scenario MUST include bankruptcies, wages, jobs, and a housing bust or at least plausible explanations or assumptions as to why they would or would not occur.

This is so true.

But a complete scenario must also include the possibility that Bernanke brings his helicopter speach into reality hoping that he (they) can control the game and maintain the system. As an example, 2 millions canadians or so received this morning an automatic deposit of $125 in their bank account, simply to compensate them for a recent increase in heating oil. This is a small amount, but nothing could have stop them to send a lot more for whatever just cause.

Heinz - well, for one thing, against WHAT is the dollar supposed to collapse?.

Certainly not other currencies as most are also fiat. Although some, like the CAD are backed by strong resource-base revenus.

But rather stuff of all sorts, including gold. Yes house prices are much higher due to easy financing. But they are also up because higher material costs big time. Infrastructure of all sorts carry much higher capex. Operating a shop or a truck fleet is much more expensive.... etc All due to material costs.

In the end, the bubbles are everywhere...in fiat USD, debts and housing, terrorism and international intervention and hegemony.

He who can predict exactly the outcome of this mess is a genious.
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