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

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To: UncleBigs who wrote (66658)	7/21/2006 6:59:58 PM
From: russwinter	Read Replies (1) of 110194

You brought a key Misean comment into this discussion, non-essential or should we say "discretionary". That's the unnecessary trip by car to the mall to buy an extra pair of shoes, then driving three miles out of the way, to eat at TGIF. In otherwords watch gasoline demand. What many observers don't get is that the late stages of an inflationary "boom" just murder late recipiants and non-receivers, but hardly bother early receivers at all. Maybe the term "boom" is what is misleading, I hardly mean boom to imply a robust healthy economy, in fact quite the opposite. Inflation turds and fumes are more apt, and that's where I think we are. The poor retailing and consumer reports you (and I) have alluded to are consistent with a late inflationary turd scenario. The question then becomes when does the transfer of real funding from late (Brazil America) to early (Bully) stop? I'd say when housing purchases really swoons, far below where we are now (400). idorfman.com To end the transfer of what little BA wealth remains requires letting the housing Bubble pop.

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