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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From: andiron	10/25/2007 4:21:13 PM
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US net household is ~60 trillion USD if calculated in terms of EURO, the net worth didnot go up in the last 4 yrs!! in any case: 20 trill (house)can adjust down to 12-14 triilion (pretty huge)--deflation despite goosing up M3 now remaining 40 tril owes itself to stock /bond market. Both in bubble territory (stocks so if normalized earnings are taken into account) Of course a major chunk of stock market gains msut come from emerging BRIC as well as hyperinflated commodities.. So deflation in housing wealth -----> deflation in stock/bond wealth i am puzzled UK/parts of euroland housing bubble(& housing related securities) haven't nudged down much..once that comes along, it will be party time. calculatedrisk.blogspot.com

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