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Strategies & Market Trends : John Pitera's Market Laboratory
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To: John Pitera who wrote (7335)5/16/2006 10:35:13 AM
From: Hawkmoon  Read Replies (2) of 33421
 
John..

That was an exceptional post!!

I'm going to have to re-read it several times just to digest all the nuances.

But one thing I found particularly interesting was how he acknowledged that the US public debt was divided into publicly held debt and intergovermental holdings (Social Security Trust Fund.. etc).

And I found it a bit of an "epiphany" to perceive the trade deficit and national debt from the perspective of national assets.

I wonder if there are analytical reviews of other leading economies like Japan and the EU for comparison purposes.

I understand Japan's national debt is about 140% of their GDP, but how would that compare to their national assets analysis? Especially when it seems that much of their real estate market was halved in value (I recall Richard Koo stated that Japan's real estate market had lost up to 85% of its peak valuation, resulting in a balance sheet recession).

Thanks again!! One more reason why I'll never delete my bookmark for this thread..

Hawk
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