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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 (8120)2/14/2004 11:45:21 AM
From: mishedlo  Respond to of 110194
 
This NT piece is really steeped in contradictions and fuzzy thinking. On the one hand they nail down many of the core threats, and then just dismiss it as down the road, irrelative or papered over by phony CPI reports heavily weighted to "owners’ equivalent rent".

I agree.
However I think their call is correct but the reasons they gave were fuzzy. You see fuzziness in perhaps the opposite way on some of the points no doubt.

M