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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: gregor_us who wrote (978)	3/1/2004 10:26:40 PM
From: mishedlo	Respond to of 116555

The debt overhang will begin to implode with rising interest rates causing financial asset prices and real estate prices to fall. That part was contradictory. He gave all the reasons later why interest rates could not be hiked. I think is timeframe is wrong as this could easily stretch out for several years or even a series of recessions over 6 years or so. Otherwise it is a very solid theory IMO and similar to my own. Mish