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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Mike Johnston who wrote (56222)3/20/2006 11:19:12 AM
From: John Vosilla  Read Replies (1) of 110194
 
Thinking 70's stagflation combined with early 90's RE debt cleansing? Perhaps a world awash in dollars and under reporting true CPI keeps a lid on a rapid collapse in bubble RE prices? That so many smart people still thing we have a deflationary collapse with lower rates coming is amazing. That others think we have goldilox and a stable economy and low rate environment with these twin monster deficits and US savings rates for the masses at zero is even more amazing..
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