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

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To: gregor_us who wrote (65570)	7/7/2006 10:44:14 PM
From: UncleBigs	Read Replies (1) of 110194

gregor, I like your thought processes but the consensus seems to be for slower growth yet soft landing. While I can see your stronger than consensus growth thesis (especially oil) but I can also see a hard landing for the u.s. consumer. It wouldn't surprise me to see a nasty second half of the year in terms of the real economy centered on retail and spreading out from there. I agree with you about the dangers of shorting right now. I'm staying away from index shorts and am focused on specific situations focused on a cratering consumer.

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