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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 (2980)12/8/2003 10:43:52 AM
From: mishedlo  Respond to of 110194
 
The simple premise is that all this debt is huge, balance of trade is huge, stocks are in a bubble, bonds are in a bubble, and bonds do not reflect credit risk, we are losing jobs left and right, and housing is in bubble, and we have tremendous overcapacity everywhere. Did you see global crossing come back from the dead. This will put pressure on Quest and others.

The net effect of all of the above is ENORMOUSLY deflationary.

M


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