The Epic American Credit and Bond Bubble Laboratory Message Board

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

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To: Real Man who wrote (77958)	1/22/2007 10:30:19 AM
From: John Vosilla	Read Replies (1) of 110194

'However, the game may last for a while longer. I simply don't see the "end" right now - the oil got crashed, the longer term rates are low, the dollar is above 80. The Pig men have won again. Got to see sharp moves - much higher LT rates, much lower dollar.' Lots of cross currents for sure. I agree we need a disruption to the status quo. More like a 20% drop in the dollar or 7% 10 year treasuries within 12-18 months for a real disruption. What I find it incredible is how the mantra of housing having bottomed is now peddled in DC and on Wall Street.. We have a 'soft consumer lead recession' and another 18-24 months of bad housing data still to come IMHO..

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