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


To: russwinter who wrote (20443)10/22/2004 7:54:16 PM
From: mishedlo  Respond to of 110194
 
markfiore.com



To: russwinter who wrote (20443)10/22/2004 7:57:41 PM
From: mishedlo  Respond to of 110194
 
Russ, IMO the UK is in deep shit.
The housing bubble there is at least as big as the US if not bigger.

Govt spending and govt hiring might necessitate big tax hikes.
A better bet IMO is long the EURO vs the Pound if you have that option available.

The pound is very fundamentally flawed IMO.

Mish