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

To: piggington who wrote (28222)	3/9/2005 11:31:40 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

hey professor! Welcome to SI Mish

To: piggington who wrote (28222)	3/9/2005 11:41:59 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Professor, I want to recommend two books for you. Tomorrow's Gold by Marc Faber (no it is not about gold but the economy and stock markets and he discusses echo bubbles resulting in property booms in one chapter) The other book I recommend is The Dollar Crisis by Rubino That book also discusses booms of all kinds thruout history and how they end. It is very much about liquidity and what will happen when it ends. I expected a huge hyperinflationy slant but was pleasantly surprised by his conclusions. You find find both books great reads although they do not discuss coupon passes etc. Discussion on the latter you can find right here. You might also want to check out my board as well if you have time. Message 21117506 At any rate, welcome aboard. Mish

To: piggington who wrote (28222)	3/9/2005 2:02:25 PM
From: russwinter	Read Replies (1) \| Respond to of 110194

Good deal, the thread has just been upgraded a good notch with your arrival! The Prof Piggington main site: piggington.com I note another robust week of new listings, price reductions (from imaginary Land of Oz levels), and fall out of escrows in your favorite real estate market: sdcondo.com On liquidity measures you will find all the sources to track in the thread header. Roughly they are Fed repos, coupon and securities lending, ny.frb.org Treasury repos, fms.treas.gov Fed securities bought or sold, foreign custodial holdings (FCB). federalreserve.gov To complicate it even more we have global money printing, with primary focus on China and Japan. I don't really track those directly, would get too overwhelming. Interpreting all this is more an art than a science, but I regularly give it shot here, and have invited others to join in. The new Wall Street Examiner is a welcome arrival on this money printing topic, and has good insights. wallstreetexaminer.com