Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Haim R. Branisteanu who wrote (3030)	12/9/2003 11:54:40 AM
From: ild	Read Replies (1) \| Respond to of 110194

Well, there are many headwinds like expensive energy, too much capacity in the world and, as you mentioned, too much debt.

To: Haim R. Branisteanu who wrote (3030)	12/9/2003 12:03:42 PM
From: yard_man	Read Replies (2) \| Respond to of 110194

Haim -- if we are recovering -- what are we recovering FROM ... We are NOT recovering from a dearth of consumer spending We are NOT recovering from a lack of demand for autos or housing And, as far as I can tell, we are NOT recovering from tight monetary conditions that were imposed to restrain a bout of inflation ... And we are certainly NOT recovering from a debt binge -- I see no signs of folks reigning in purchases on debt ... The only potential recovery we COULD be having would be in the captial spending area, but what is the trend for capacity utilization??