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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Jim McMannis who wrote (82720)6/14/2007 11:09:22 AM
From: John Vosilla  Read Replies (2) of 110194
 
I hear you on both points.

Yes where is that deflation? Asset inflation didn't matter before so who cares if housing goes down 20-30% on the back end? This 70's repeat is squeezing the paycheck to paycheck folks housing be dammed whether they own or rent. The main topic of conversation. Maybe Mish should do a blog on that and how they are winning<g>

I think INTC chart can show us semiconductors could be the sexy leading group coming out of a market correction..
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