Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mishedlo who wrote (18884)	12/17/2004 7:15:46 PM
From: patron_anejo_por_favor	Read Replies (3) \| Respond to of 116555

<<The end game is here Russ. You tell me what happens now.>> We all take out HELOC's and retire?<G>

To: mishedlo who wrote (18884)	12/17/2004 7:21:41 PM
From: russwinter	Respond to of 116555

Where I want to go is what happens if GM and F can not pass on those steel hikes. Surely you 100% agree that they can not. Now what about Walmart that tired to pass on hikes and then BAILED? The end game is here Russ.> We may be at the end game for more and more non-Bullys, you know younger or lower middle class people that live in the wrong area of the country or bought houses too late, or not at all, or older people on fixed income, or who live off of savings (low interest), or folks that don't work in the financial sector, etc, etc. He's the part of the economy Greenspan just ignores in the bogus inflation numbers. And now that neglect is coming home to roost. Obviously not everybody has been an asset Bubble speculator like the Bullys, and yes in human terms that's a lot of people. But less so in economic terms, that's my point, Two Americas and getting worse and worse too, Message 20862995 and it's important to distinguish the two, and not go just by head count. A Bully can spend five to ten times what "real people" can spend. He's like Mighty Mouse and Supperman (not misspelled) all rolled into one. Bully is the Terminator, the Train Wreck, the Leviathan. freesearch.co.uk He powers inflation, consumption, consumption, waste, waste, sending out maladjustment signals throughout the economy. Easy money is Bully's friend and Bully's running rampant and amok in the economy. The real story is the Bully Bubble, and how much more can he extract from his Bubble assets, and consume. If you see signs of real stress beginning there, then we have something big, you'll will have my undivided attention. Trouble with WMT customers, deliquencies among sub-prime borrowers? Hell that's just an excuse for the Wizards to feed Seymour Message 20862703 (Bully) more inflationary plant manure and the carcasses of non-Bullys.

To: mishedlo who wrote (18884)	12/18/2004 6:51:49 PM
From: yard_man	Read Replies (1) \| Respond to of 116555

>>The end game is here Russ. You tell me what happens now.<< prices for toys, cars, houses and extras fall off a cliff. prices for the things that you need to live -- esp food and energy will go up more than most have thought possible. Inflation will be reported permanently without food and energy -- it won't be quoted both ways any more. If housing goes down fast enough they will roll housing into the inflation numbers with the rents to make things look good. Look for a large scale re-calcing of pensions about 3-4 years out.