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

To: TraderC who wrote (7379)6/1/2004 8:56:17 PM
From: russwinter  Read Replies (1) | Respond to of 116555
 
<obsession with regional housing bubble.>

I've read misheldo's posts and back-up on this topic, and it is a major stretch to claim he's called this a just "regional" housing bubble, particular to "tiny little Calf". I've reads post on Australia, the UK, China, numerous US links. The evidence so well documented here on his "global" thread, suggests otherwise. Sure you can find depressed rural areas outside the bubble, but just follow the hot money, and actually a lot of that IS in Calf, the ultimate bubble state. Calf. is not alone though, this will affect most Americans.



To: TraderC who wrote (7379)6/2/2004 12:41:35 AM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
Your obsession with regional housing bubble is a strange one since the theme of this thread is supposed to be global. The world does not revolve around California.

Housing is being fed by mammoth global liquidity.
Housing is probably 1/2 of tthe US economy right now.
When it goes jobs go, consumer spending goes, ane the markets will go.

US housing is well within the macro analysis of this board.

Mish


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