SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: GST who wrote (53140)2/8/2006 5:10:30 PM
From: mishedlo  Read Replies (1) of 110194
 
And many will simply become pre-occupied with the side-show du jour -- the housing market.

Another bad misconception on your part. I am focused on the housing market because the US is, not the other way around. There is an enormous malinvestment in US housing. In fact it contributes to much of our demand for goods from China (furniture, appliances, carpet, light fixtures, paintings, decorations, lawn sprinklers, and god knows what else). Furthermore, the extent that home prices are rising further allows consumers to do cash out refis to buy cars and other stuff. Those cars have part contents that comes from China.

Perhaps you are telling me you do not understand the source or reason for a lot of goods coming from China. Is that what you are telling me? I will tell you this: only a fool would ignore what is happening with US housing. side-show my ass.

Mish
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News