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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: russwinter who wrote (747)9/14/2003 10:05:31 PM
From: ild  Read Replies (2) | Respond to of 110194
 
Any guesses about coming X-mas? Last year the refi boom was in Sept-Oct, so the people received their money right before X-mas.



To: russwinter who wrote (747)9/15/2003 10:05:52 AM
From: Jim Willie CB  Read Replies (2) | Respond to of 110194
 
Gspam's moral hazard might be addressed by next December
the bond reversal is underway already
but I might add that
originally I was asked for 3 questions

the moral hazard will earn us, according to Soros,...
"soaring interest rates by next year"
he said last week that the USEcon might indeed emerge from the clutches of the bust aftermath, but with a price from all the monetary infusions

I love the language indoctrination
inflation is bad, liquidity is good
what idiots

maybe I will address that moral hazard
good idea

/ jim