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

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To: Rarebird who wrote (58719)4/19/2006 11:25:33 AM
From: John Vosilla  Read Replies (1) of 110194
 
"Logical? The consensus view is not usually right."

What I layed out isn't the consensus view.

Consensus view appears to be the real economy powering ahead in a low inflation low interest rate environment. Everything else to fear is an irrelevant sideshow from the housing bubble, oil, middle east or debt levels of consumers or the federal gov't..
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