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

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To: John Vosilla who wrote (78689)	2/8/2007 10:00:55 AM
From: tdl4138	Read Replies (1) of 110194

< given how strong the real economy is > Strong for who? Anyone involved with real estate/construction doesn't see a strong economy. Same for anyone involved in the automotive sector. If I worked for a major airline I wouldn't feel all that secure. Sure, mega yachts are selling...but the local marinas/boat dealers are hurting big time and there's a lot more of them than there are mega yacht brokers. Talked to anyone in the restaurant business in Fla lately? Seems other than Friday and Saturday nights the people are just not coming out and spending like they did. Strong economy? I'm sure some sectors are doing well. What I'm seeing is a gradual slow down in many sectors that is starting to gather some steam. I'm tracking RE in areas like KC and its getting progressively worse by the week. They consider themselves to have a "stable" economy....but a real shortage of buyers no matter what NAR says. Just my thoughts....

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