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Strategies & Market Trends : Mish's Global Economic Trend Analysis
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To: SouthFloridaGuy who wrote (77745)4/15/2008 9:50:32 PM
From: Real Man   of 116555
 
When treasury holders decide en masse that holding
risk-free securities that have -9% real yield is a poor
investment choice, especially for foreign holders,
cause compounding gets you to the poor house very
quickly. <G> Then J6P will increasingly decide to walk
away rather than refi at 25%, and housing prices will have
to become more affordable at a new 25% mortgage rate. Then stock
holders will see that p/e of 50 for the dow is unreasonably
high compared to the yield of risk-free securities of 20%,
and decide to reduce their stock portfolios accordingly. -g-
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