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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 (30420)	4/12/2005 12:20:03 PM
From: John Vosilla	Respond to of 110194

Who will be able to pay those rents? Especially if wages are stagnant. If wages stay stagnant it will be worse than Mish's global deflation. We will have outright depression in coastal property values and perhaps the whole economy. Leveraged property owners will give the keys to the bank with taxes and insurance continuing their relentless double digit increases for at least a couple of more years.

To: ild who wrote (30420)	4/12/2005 3:33:41 PM
From: ild	Respond to of 110194

Date: Tue Apr 12 2005 14:09 trotsky (FOMC minutes) ID#248269: Copyright © 2002 trotsky/Kitco Inc. All rights reserved remarkably dovish....people's worst fears have not materialized. the FOMC rightly notes that the US output gap remains large - which obviates the need for large rate increases ( implicitly ) . the door to bigger rate increases remains open, although 'measured' remains the preferred course. and for the first time in quite a while, the word 'pause' is mentioned. possibly a case of the housing bubble jitters...not to mention the GM, AIG and FNM jitters ( especially GM ) . in any event, this should give the markets a lift ( incl. the gold sector ) . what remained unsaid is this: the structural weakness of the economy has not been removed by the echo boom. and indications that said boom may be faltering are proliferating of late. the time for the aforementioned 'pause' may be closer than most people think. trotsky (it's beginning to sink in...) ID#248269: easy Al is still the speculators pal. we'll see if it lasts, but it should...