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

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To: orkrious who wrote (61505)	5/20/2006 9:54:17 AM
From: yard_man	Read Replies (1) of 110194

he doesn't really answer Roach's silliness -- it's NOT just an overowned, overbloated dollar -- it's years of malinvestment -- especially underinvestment in real stuff -- there is NO commodity bubble -- commodities are worth owning, not just because the dollar is overvalued -- there are supply issues involved, imo. >>I read a lot about Bubbles these days: The “energy Bubble”, the “metals Bubble”, the “commodities Bubble”, the “emerging market Bubble”, the “hedge fund Bubble”, and so on. But most of the analysis misses the more salient points. What we’re dealing with – the overriding issue is - The Dollar Liquidity Bubble. The combination of massive Current Account Deficits and outbound (investor and speculator) finance is inundating the financial world, and there is no way short of a major U.S. crisis to rein it in.<<

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