The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: John Vosilla who wrote (57410)	4/4/2006 12:00:44 PM
From: GST	Read Replies (1) of 110194

The "glut" of supply is a myth. Those who promote it understand little of the expansion that has been taking place on the demand side. They see capacity being added and can't imagine that it is going to be put to use -- wrong. If we have something to worry about right now, it is stagflation. Housing IS getting very soft, and there is no doubt worse to come. Our growth is definitely in peril. But on the capacity and price side, those who think we will have a huge global capacity glut need to get a passport and se for themselves what is going on in the world.

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