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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: russwinter who wrote (53586)2/12/2006 2:20:28 PM
From: Claude Cormier  Read Replies (1) of 110194
 
You are probably right. But we cannot be certain how this will unfold.

I was listening to the latest Don Coxe this morning and certainly found that his suggestion that China (as well as the commodity boom) could go on even with a deflating US housing bubble, made sense.

So even I Bernanke does not inflate, or if he tries to inflate without success, this might be bad only for a certain class of individuals in North America.

I am not smart enough to reach any conviction on the outcome of this drama (gold being the exception of course), so I will keep watching and reading.
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