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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (232160)	3/29/2003 5:40:22 PM
From: Mark Adams	Read Replies (2) \| Respond to of 436258

what balance sheet repair had there been? A bit dated, but appropriate I think... Message 18200552 Don't overlook the 'hidden' balance sheet repair that takes place as companies/consumers refinance at lower rates even as under reported inflation surges beyond 7% yoy (did you read the Mogambo Guru rant(s)? Perhaps that inflationary burst is just a rebound from late 00 deflationary drop of oil pricing.). If I owe 100k at 6% and inflation runs 7%, my debt burden decreases 1% per annum in real terms. Don’t Short U.S. Consumers bcaresearch.com Negative U.S. Real Yields Until 2007? bcaresearch.com I'm not able to find a vague memory/link that speaks to the hidden strength of consumer finances. If I happen on it, I'll post it to ya.