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


To: mishedlo who wrote (2154)3/15/2004 9:40:01 PM
From: yard_man  Respond to of 116555
 
I liked what he said about Iraq. Nice to have someone on my side who isn't from hollow-wood <g>



To: mishedlo who wrote (2154)3/15/2004 10:19:39 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 116555
 
right, and consequent problems from allowing higher rates
will be massive bond damage
massive corporate losses from swaps
massively higher borrowing costs for indebted corporations
massively higher mortgage costs in ARMs
lost oppty to extract home equity cash

the list goes on

I said like an obnoxious parrot in spring/summer 2002
FED IS PAINTED INTO A CORNER
THEY CAN BRING ABOUT A BOND RALLY, EVEN A BUBBLE
BUT WHEN THEY IS DONE, THEY ARE DEAD MEAT

we are here
/ jim



To: mishedlo who wrote (2154)3/15/2004 10:33:54 PM
From: excardog  Respond to of 116555
 
There is some inflation PPI type in these empire numbers. Sorry if it was already posted. You sight is getting popular and hard for a working stiff to keep up.

ny.frb.org