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

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To: SouthFloridaGuy who wrote (73012)	10/29/2006 12:07:48 AM
From: mishedlo	Read Replies (1) of 110194

If you strip out 2% of GDP that is pure fiction (imputations and hedonics) we are probably starting a recession right now. Ain't gonna happen without higher rates. It is improbable to have a recession without BUSINESS INVESTMENT contracting and that's not going to happen in a significant way -- not after 6 years of virtual stagnation in business spending. IS HAPPENING RIGHT NOW Business investment is irrelelvant compared to consumer spending. Besides Business investment is slowing. Take a look at Amazon, Walmart, INTC etc etc. Take a look at Tech mass layoffs. Mish

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