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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 (2165)	11/15/2003 10:04:31 AM
From: loantech	Respond to of 110194

<For those who find reading this stuff too painful> Russ it has gotten to be a contest between Noland, Roach, and Mauldin etc. on who can say the least with the most words. I don't even read them anymore.

To: russwinter who wrote (2165)	11/15/2003 12:50:48 PM
From: NOW	Respond to of 110194

well then: AG just need s a new injection of risk reality into the mix and all will be well......

To: russwinter who wrote (2165)	11/15/2003 4:45:29 PM
From: Wyätt Gwyön	Respond to of 110194

i think Noland's explanation for the aggregate drops is too clever by half. it doesn't even make sense when one considers the strong growth the aggregates have had until recently. the "structured finance" activities he likes to talk about have been going on for years. what makes more sense is that increasing numbers of lemmings are yanking funds from money markets to buy stocks. greenspan must be chitting his pants. like the tail wagging the dog, the fate of the "real" economy rests in the fortunes of the financial derivative that is the stock market. quite a recipe for disaster.

To: russwinter who wrote (2165)	11/16/2003 11:33:19 AM
From: austrieconomist	Read Replies (2) \| Respond to of 110194

Russ, Noland offers a theory why money supply may be giving out a false signal. Call me an agnostic on that theory. On the other hand, if Noland is correct, then the breakdown in the U.S. stock markets is not necessarily imminent and perhaps, explains why those I follow with excellent published market timing skills (in the classic terminology, not the Spitzer promulgated, mutual fund industry co-opted sense) are not yet issuing a "sell signal" on the markets.