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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: NOW who wrote (16113)	7/2/2004 8:32:28 AM
From: rz	Read Replies (1) \| Respond to of 110194

This might be misleading. What if stock, debt and real estate markets in the US grew faster than the GDP? More appropriate would be: foreigners to market cap.

To: NOW who wrote (16113)	7/2/2004 10:27:50 AM
From: BEEF JERKEY	Respond to of 110194

As long as the US continues to run such humungeous current account deficits it is absolutely critical that the surplus US dollars generated are re-circulated back to the US in the forms of loans. The big question is how much longer can the wizards (Greenspan et al) keep the house of cards up? Obviously it will reach a limit at some point. When it finally unravels it's gonna hurt - bad. The only possible solution I could see is shrinking the huge numbers by inflation but that’s probably impossible to accomplish. Anyway I think Greenspan is just going through the motions raising a 1/4 - he's doing it for appearance sake only IMO.

To: NOW who wrote (16113)	7/2/2004 11:28:41 AM
From: Haim R. Branisteanu	Read Replies (1) \| Respond to of 110194

there is no question that substantial amounts of money are invested in the US but then again some of those funds can be "hot money" moving between the stock market to debt instruments to other assets. Best is to compare how much the US citizen are invested in US assets v. outsiders – we have few bubbles any way as a side comment would like to know how accurate the data is just because some one puts a graph on the internet it does not give it credibility.