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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: DebtBomb who wrote (88737)11/8/2007 4:05:17 PM
From: John Vosilla  Read Replies (2) of 110194
 
Dale I've been hearing that this entire decade now and especially the past three years.. We are going through an enormous repricing of select asset values as we speak. Cleanse the debt, start with a clean slate, monetize the back end and reflate. Financials are taking the biggest hit from this and not J6P. He is getting hit with not being able to keep up with rising costs.. Actually a crash in bond prices with much higher interest rates would dwarf what is currently taking place in asset repricing. The biggest fear IMHO is long term rates backing up in rapid fashion at some point in time from all the prime pumping and deficit spending. Actually fearing deflation is almost laughable at this point as we had events like that in 1990-91 and 2001-02 and Bernanke's job would be a cakewalk if that was the big fear..
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