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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (69830)9/15/2006 1:00:28 PM
From: John Vosilla  Read Replies (3) of 110194
 
Mish I notice much smaller portions in restaurants where the price hasn't gone up. Also ever notice how less full the bag of chips are nowdays when you get that meal deal at Subway or Quiznos? The RussWinter intuitive model in action perhaps?

So home prices go back to mid 2004 levels perhaps a drop of 15-20% off the top on a nationwide basis. Many folks get foreclosed on but rents will be rising dramatically due to rising operating costs that still had never caught up to home prices and tight supply due to the end of the construction boom and an even bigger pool of renters. Rising rates create even more cost pressures that must be passed through.

Sure if you think deflation/soft depression is coming along with 20% unemployment and 2% long term treasuries best of luck. It is out there and if you are right you will be a star. Is that the hope? Haven't you been calling this for many years already?
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