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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: MulhollandDrive who wrote (5243)12/11/2001 10:08:37 PM
From: John Pitera  Respond to of 33421
 
It's possible that we'll see more non performing loans later in 2002. Just look at how the actually balance sheets
of EPG are weakening as it's fully realized that they have off balance sheet debts.

That's part of the big Bear's case is that a deflationary asset contraction acts like a black hole, sucking down
values which then domino and pick up mass.


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