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

To: philv who wrote (35677)	7/10/2005 1:29:44 PM
From: John Vosilla	Respond to of 110194

I think the public's ability to absorb price increases is tied to home equity extraction in bubble markets and easy access for all to credit cards. Any flat home markets appear to have record foreclosures as we speak. However natural catastrophes, US current account deficit, revaluing of China currency, low cost of capital, shortage of natural resources and a whole new market of consumers in China and India are all very inflationary in the long run. Somehow we will survive. New bubbles somewhere while old bubbles die a slow or fast death. JDS Uniphase at $1.50. Houston homes at $35-40 psf. Junior gold miners up to 80% off last years highs. Any takers?