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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Claude Cormier who wrote (50350)1/20/2006 1:44:15 AM
From: John Vosilla  Read Replies (1) of 110194
 
"He who can predict exactly the outcome of this mess is a genious."

Nice to see someone being honest and leaving the ego at the door. Also some great dialogue between Mish, GST and Heinz. I didn't see much discussion of the passing along of real increase in costs associated with the real inflation people are experiencing much of this decade. You know the gas, insurance, RE taxes, food, utilities, medical, costs of building infrastructure ect.. up 40-50% in the real world since 2001.. Just because RE prices go down 30% in your area and unemployment goes to 10% doesn't mean nondiscretionary items you need for survival in the modern world that can't be imported from China will plunge.. Sounds more and more to me like we are in a 1970's stagflation on steroids mixed in with a rolling depression hitting different industries, asset classes and geographic areas at different times but never at one time like the 1930's?
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