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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 (5906)	1/23/2004 9:27:28 AM
From: ild	Read Replies (1) \| Respond to of 110194

Global: The New Paradigm Comes to Davos Stephen Roach (from Davos) morganstanley.com

To: russwinter who wrote (5906)	1/23/2004 1:15:34 PM
From: yard_man	Respond to of 110194

but even the end of a crack-up boom is what?? perpetual inflation?? of course, not should it come to something else being used as money -- prices of many things will fall. there is an alternative interpretation to: >>I would highlight this part as the mechanism (decrease in cash holdings) now in motion. It's important to realize that the pricing of bonds, is being completely distorted by the BOJ, biz.yahoo.com thus proper inflationary signals are not being conveyed from that investment arena.: << bond prices are looking past the current dispensation altogether ... and seeing the bust in which prices of housing and capital goods will plummet compared to the things "you have to have every day" which are typically not bought with borrowed funds ...I say typically, because I think there is a segment of society that are now financing their daily necessities.