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

To: Wyätt Gwyön who wrote (36478)	7/21/2005 2:13:43 PM
From: mishedlo	Read Replies (2) \| Respond to of 110194

anything that doesn't fit into the foregone conclusion is considered an anomaly. We are still in a period of excess liquidity (worldwide) and perhaps it takes a US housing bust to sop some of that up. If you want to talk about discarding facts, please look into a mirror. You discard everything that does not meet your inflation scenarios. Low treasury yields in the US, UK, Europe, and Japan. Fear of inflation (where). Little pass thru on rising commodity costs. Cars have to be sold for a loss to get rid of them regardless of what Steel or copper or aluminum costs. The fact that even with all this liquidity sloshing, and rising stock prices and rising home prices, we have seen little pasthru in manufactured costs in relation to PPI increases. That should be telling but you continue to ignore any data that does not meet your predetermined outcome. You obviously can not look ahead either. If 1% interest rates could not bring about hyperinflation, one has to be nuts to think that rising interest rates is going to produce it. Before throwing around accusations I suggest you look into a mirror. Mish