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

To: John Vosilla who wrote (36457)	7/21/2005 10:25:04 AM
From: mishedlo	Read Replies (1) \| Respond to of 110194

Maybe Mish, besides being incapable of addressing my other points should also answer why even with the bursting of the housing bubbles in both Australia and the UK their stock markets are at all time highs if we are entering a housing bust lead deflation/depression/K-Wave world coming to an end scenario? I thought I addressed that. If not here goes. There is still mammoth liquidity out there. A bust does not happen everywhere at once. Just as the stock market here in the US rallied on every hike, I suspect the reverse will happen on every cut. Everyone expects demand to pick back up when cuts start coming. I suspect it will not. That is when the rubber meets the road and we have not yet seen a cut in the UK or a pause in the US yet. This has been a strange cycle to say the least. Mish

To: John Vosilla who wrote (36457)	7/21/2005 1:19:34 PM
From: Wyätt Gwyön	Read Replies (1) \| Respond to of 110194

why even with the bursting of the housing bubbles in both Australia and the UK their stock markets are at all time highs if we are entering a housing bust lead deflation/depression/K-Wave world anything that doesn't fit into the foregone conclusion is considered an anomaly.

To: John Vosilla who wrote (36457)	7/21/2005 1:35:53 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 110194

I think one gets a different perspective living in the midwest vs a bubble area like SoFla.

To: John Vosilla who wrote (36457)	7/21/2005 4:48:42 PM
From: GST	Read Replies (1) \| Respond to of 110194

Free trade in brains would solve most of our immediate problems. A cap of 140,000 people with brains per year entering the US does more harm than all of our other policies combined. If we had free trade in brains, smart people would come here and we could get on with building a prosperous country populated by the smartest, best motivated people in the world. BTW -- they would make lots of money, save lots of money, spend lots of money, and yes, buy houses with lots of money. IN a global economy, the only long term hedge against poverty is to have the smartest people adding the most value and working in the most productive manner. Right now we fear those people and look for ways to tell them they are not welcome. We are cutting ourselves off from the source of our own prosperity.