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

To: John Vosilla who wrote (20694)1/7/2005 11:21:09 AM
From: mishedlo  Read Replies (1) | Respond to of 116555
 
Then we probably have multiple soft recessions for the rest of the decade without the real hard landing required to cleanse out all the excess debt, speculation and misallocation of capital.

More than likely that is correct
It was the path of Japan as well

Mish



To: John Vosilla who wrote (20694)1/7/2005 1:28:11 PM
From: SouthFloridaGuy  Respond to of 116555
 
I don't think the recessions will be soft because the Japanese people had real cash savings while we don't.

Once we get even the semblance of a real recession (unemployment, falling assets, etc), the consumer will be required to delever as fast as the Nasdaq did in 2000.


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