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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 (4122)12/29/2003 5:22:06 PM
From: Crimson Ghost  Read Replies (1) | Respond to of 110194
 
Russ:

The logic behind this bubble is so simple it is scary. In essence the US economy and equity markets are getting all the benefits that might be expected from a collapsing dollar (asset inflation, higher growth, higher profits) without any of the costs normally associated with such a policy (higher interest rates, massive CPI inflation, and a withdrawal of foreign capital)

This is great while it lasts, but heaven help the markets when the piper must finally be paid.



To: russwinter who wrote (4122)12/29/2003 6:59:45 PM
From: ild  Respond to of 110194
 
Short interest down a bit on NYSE
nyse.com
Short interest up a bit on NASDAQ
nasdaqnews.com



To: russwinter who wrote (4122)12/31/2003 8:33:36 AM
From: LTK007  Respond to of 110194
 
anyone have the margin debt outstanding early 2000, by any chance?? i will be looking about myself to find the figure.gd



To: russwinter who wrote (4122)12/31/2003 9:04:46 AM
From: LTK007  Respond to of 110194
 
Margin debt at the end of February 2000 was 284 billion up from 146 billion on in March 1999.
bizjournals.com