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

To: mishedlo who wrote (1526)	3/8/2004 4:57:04 PM
From: Rascal	Respond to of 116555

Great, that's just great. Thanks for sharing! Rascal @What'sTheGoodNews.com

To: mishedlo who wrote (1526)	3/8/2004 5:23:19 PM
From: CalculatedRisk	Respond to of 116555

mish, great commentary! Until economists start seeing the real problems, we will never find the right solutions. Raising rates would kill RE and autos and send the country into a recession. But we do have a bubble. And we need to change our fiscal policies. And I like your suggestion of reigning in the GSEs. Roach's suggestion of "raising margin lending requirements and requirements for real estate lending" would also be very helpful. It is amazing that some of these guys do not see bubbles until after the fact. Are they that myopic? How does that help? Thanks again.

To: mishedlo who wrote (1526)	3/8/2004 6:35:21 PM
From: MythMan	Respond to of 116555

that article was begging to be abused. Nice job.

To: mishedlo who wrote (1526)	3/8/2004 6:52:54 PM
From: Mike McFarland	Read Replies (5) \| Respond to of 116555

I see this on Thestreet.com site: James J. Cramer Market Trusts Bonds More Than Tech Investors deemed the economy too weak to sustain a Nazz rally. But their negativity is misdirected. I am tempted to sign up, they do a good job with the headlines to suck you in. ..................................... Say, what is the risk exactly with my RYJUX? I admit getting in too early, who knew the jobs would utterly suck, but I should think that rates are not likely to drop too much more--I can imagine less than 10%. But suppose I ignore the thing for a year, came back and found we had rates like back in the 1930's--then I would have lost more than half my money. And on the upside, say long rates go back up to around 7%, then I make something on the order of 50%. I am inclined to pay my 1% fee for holding less than the three months, and walk away from this bet--that costs a few hundred bucks, and I'm down a few percent. Just another shitty trade. Now the real question--is it worth $25 to see what Cramer has to say about the bond market? <g>