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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (18966)	5/14/2002 5:16:28 PM
From: Ilaine	Read Replies (1) \| Respond to of 74559

Charge-off rates for mortgages looks fine: federalreserve.gov Mortgage debt to income ratio looks pretty good: federalreserve.gov Just saying "debt is getting bigger" is meaningless, and I know you wouldn't say that, but some would. But I do think you need to put your statement in some kind of context. Looking at Keen's model, and history, things can go bad in a hurry, but not all by themselves. Ordinarily there is a delicate equilibrium. What do you see that will change the equilibrium?