SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: smolejv@gmx.net who wrote (32)6/15/2003 11:32:27 PM
From: yard_man  Read Replies (1) | Respond to of 110194
 
talked to a friend in Austin over the weekend -- he has a gift for hyerbole -- but he said that DELL's motherboard design is all done in china now ...

Our biggest export is tech / software jobs ... how can there not be a standard of living adjustment. the idea that we can all be wealthy by simply adding zeros behind the purchase price of our homes or trading the underlying debt is ludicrous ...

Frank Shostak talks a lot about the "real pool of funding" shrinking -- maybe it really started shrinking in the late 90's, while we we're still being entertained by the asset inflation. Takes a while for realities to catch up to the BS ...

Same way with this correction in the bear market -- heck, some activity may even appear to pick up here. I am confident that we'll have been in a contraction for years and people will be miserable before the government admits anything is terribly wrong ... let's face it, there's a lot of folks out there that want to be lied to.