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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: John Vosilla who wrote (82721)6/14/2007 11:15:14 AM
From: Jim McMannis  Read Replies (3) of 110194
 
Intel has an advantage over AMD right now. That's who I would go for at this time.

Deflation not happening. Housing prices not counted on the way up so not on the way down. As for lost jobs, a lot of them were under the radar anyway, illegals, sub contractors, cottage (cash). Not all but a lot.
Your right, stagflation will bring back Reagans misery index.

As much as anything, the housing bubble was a baby boomer type greed phenomenon. With dangerous repercussions of course. After the dust settles they will just find another thing that's "the in thing".
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