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

To: mishedlo who wrote (25197)	3/9/2005 12:23:20 PM
From: orkrious	Read Replies (1) \| Respond to of 116555

heinz is no longer MIA?

To: mishedlo who wrote (25197)	3/9/2005 12:35:29 PM
From: John Vosilla	Read Replies (1) \| Respond to of 116555

Rather than speculate anyone see any dramatic increase in new foreclosure filings yet in an of the key markets like LA,SF,NYC,Boston and Chicago? Probably the ultimate leading indicator.

To: mishedlo who wrote (25197)	3/9/2005 8:20:56 PM
From: Earlie	Respond to of 116555

Mish: Couldn't agree more with those comments. No matter how one looks at it, the real estate bubble is now approaching the pin. This has been most evident in the new home sales vs new home starts numbers for several months. With interest rates on the rise, is this surprising? I also completely subscribe to the view that China takes a huge hit when the bubble pops. As I noted in earlier comments, The expansion of Chinese manufacturing capacity has come at a time when global capacity was already excessive. Best, Earlie