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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: GST who wrote (66151)7/15/2006 12:26:18 AM
From: mishedlo  Read Replies (2) of 110194
 
He is assuming the key to the US economy is the US consumer.
GST you are the one with invalid assumptions.

You assume the US consumer does not matter.

For quite some time the US consumer is one of the things that matters most. That may change eventually but your assumptions all act as if the US is irrelevant now.

That is the major flaw in you thinking and it affects all of your conclusions.

Mish
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