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

To: Jim McMannis who wrote (30567)	5/22/2005 1:25:54 AM
From: mishedlo	Respond to of 116555

RE:"For the first time in practically forever I am no longer bullish on treasuries. I am not bearish just not bullish." Sounds like a shift in sentiment. Means a lot if the FED does that. Bear in mind that is a short term prognosis. I do expect a steepening of the yield curve when the FED pauses. That might mean short term yields drop or long term yields rise or both. I think the initial "jolt" might grant Greenspan his conundrum "answer" exactly when he does not want it ie. when he thinks the economy is weakening too much too quick. The question on this of course is timeframe. Long term I think treasuries make an all time new low in yield. Mish

To: Jim McMannis who wrote (30567)	5/22/2005 1:29:04 AM
From: mishedlo	Read Replies (1) \| Respond to of 116555

Barrons on housing investorshub.com IF YOU'RE WORRIED ABOUT THE HOUSING BUBBLE bursting -- relax! Pay not the slightest mind to those envious know-nothings who are wailing that house prices today are where stock prices were in March 2000. We can absolutely guarantee that this once-in-a-lifetime boom has at least seven or eight more gloriously bubbly months to go. So, we urge you, there's not a moment to lose! Put down this magazine immediately! Run, don't walk, to your friendly neighborhood real-estate broker and join the thousands of other shrewd investors madly scrambling to buy second, third or fourth houses. Our confidence in the continuing boom in residential real estate -- which admittedly is a complete reversal of our previous stance -- springs not from any fresh epiphany about housing or a greater appreciation of its potential rewards. And we're not temporarily in leave of our senses from the shock of having sold our present homestead for a vast fortune; we haven't (maybe because we inhabit a cave, but, if we do say so ourselves, it's a quite nice cave). Rather, our view that the housing bubble is destined to stay intact and aloft and, indeed, if anything, may get bigger and go higher, is ground in our long, close and continuing study of Alan Greenspan and the often dramatic impact of his actions and utterances on markets.