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

To: mishedlo who wrote (8461)	6/28/2004 7:11:14 PM
From: Roads End	Read Replies (1) \| Respond to of 116555

Loosing out to Ditech would have been more honest. Guy's like NCEN and Ditech are eating the conventional WM types lunch....for now.

To: mishedlo who wrote (8461)	6/28/2004 7:11:44 PM
From: Jim Willie CB	Respond to of 116555

impact of higher rates will be both surpringly sudden they are certain to be amplified because it shows up immediately in home equity loans, in mastercards, and in vendor finance deals also, the amplification comes from the extreme dependence in the financial markets AND the real economy we had a violent bond revolt this spring WITHOUT any announced official Fed actions imagine what happens when they do hike the slowdown will be very quick in 1999 we had several rate hikes, and got a stock bust, a telecom bond bust, and a recession we are likely to see the same very soon, TIMES 3-4 on Monday report, I put together a comparison "A WALK PAST 1994 MEMORY LANE" on Financial Sense some nice graphs in a pictorial walk to expose key risks, which are much much greater than in 1994 these effect could have political impacts ultimately financialsense.com / jim