The Epic American Credit and Bond Bubble Laboratory Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: russwinter who wrote (100012)	11/29/2008 10:35:16 AM
From: bart13	Read Replies (1) of 110194

In another "drop back 10 and punt" area, here's another concept I've been playing with for a while. I took M3 plus Federal debt, and added in credit (real estate, consumer, bank, comm'l/industrial, credit card data from FRED). Then I took the total credit portion and adjusted it down by 2/3 of the percentage drop of the BKX since its 6/2007 peak, as a proxy for debt deflation. Of course its just an exercise and way out there, but... Same chart but without any BKX adjustment

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next