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

To: mishedlo who wrote (30961)	4/20/2005 12:02:30 AM
From: John Vosilla	Respond to of 110194

A quiet shift going on. Those heavily leveraged in the most recent misallocation of today's bubbles will get wiped out. We all know coastal housing will take a big fall, financial institutions will take a big hit and the US consumer is up to his eyeballs in debt. Is it possible capital spending in new areas or forgotten engines of what was once the new economy will make up part of the slack? Anyone look at the action today in the likes of Lucent, JDSU, Intel and Cisco?

To: mishedlo who wrote (30961)	4/20/2005 12:32:23 AM
From: NOW	Respond to of 110194

nice Mish. it is a good signal that they are signaling inflation fears are behind us...start the printing presses.....

To: mishedlo who wrote (30961)	4/20/2005 9:28:07 AM
From: Chispas	Respond to of 110194

Mish, I read this in the BOSTON HERALD this morning . . . And, just maybe, maybe, somone has started paying attention ! Of course, 'nobody' knows if it will be inflation or the opposite <g>. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Confidence low, surveys show By Brett Arends Wednesday, April 20, 2005 - Updated: 03:43 AM EST The weather is bright and sunny, but from their windows downtown the people managing your money see clouds. Their view of the economy has turned gloomier than at any time since the 2004 election, two surveys showed yesterday. According to Merril Lynch, half of U.S. fund managers think the economy will get weaker over the next 12 months. The number of doomsayers has nearly doubled since November. Nearly three-quarters expect inflation to rise, while just 25 percent see any acceleration in corporate earnings. Merrill's survey findings were not alone. Hub funds firm State Street says confidence among institutional investors is at a five-month low. The firm's investor confidence index fell 4 points this month, to 89.2. That's nearly as low as in the aftermath of the Sept. 11, 2001, terrorist attacks. State Street monitors what institutional investors are buying as well as their overall willingness to invest. The gloom may already be reflected in the stock market, down 4 percent so far this year. Contrarians argue the best time to buy stocks is when people are bearish. ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~