Mish's Global Economic Trend Analysis Message Board

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Strategies & Market Trends : Mish's Global Economic Trend Analysis

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To: SouthFloridaGuy who wrote (102051)	9/16/2009 4:13:20 PM
From: andiron	Read Replies (2) of 116555

meseems this move is a bull market and will remain so for some time. This doesn't mean the final chapter of the debacle is written yet... 1. All assets would go up as cheap money & low rates fuel asset bubble yet again. 2. This will make banks' balance sheet look good and they can function.. 3. Bond market yield will remain low w/ govt prop. However, 1. The cap utilizatio shows huge capacity out there that is deflationary. 2.Loan growth will remain dismal and w/ that GDP growth will be subpar..but stocks high p/e will be maintained perforce.. 3. Excesses in RE inventory in most countries still exist and have not been addressed. 4. Internet has become a dead utility sector and no new growth sector is on the horizon.. What is puzzling to many is how quickly fed's policy got traction that took most traders/investers by surprise. It is just amazing.

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