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

To: ild who wrote (29677)	3/30/2005 1:05:09 PM
From: Wyätt Gwyön	Respond to of 110194

thanks...

To: ild who wrote (29677)	3/30/2005 1:45:55 PM
From: kailuabruddah	Read Replies (1) \| Respond to of 110194

Good links... Yardeni is right on some things: 1. There is no wage inflation 2. There is no real estate rent inflation And I agree with him that the RE bubble is not about to "burst" - although we should continue to see rising inventories and decreasing sales in most bubble markets... But... 1360 on the S&P in DEC 2005? The guy's delusional! What does he think? Credit spreads are going to tighten from here?!?