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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 (37381)7/31/2005 2:29:17 PM
From: regli  Respond to of 110194
 
These bubbles need nourishment, i.e. a 6 to 1 level of debt creation for every percent of GDP in order to sustain themselves.

We are now at 14 year low of housing affordability. It is highly unlikely that real wages will rise significantly in the face of globalization. The ability to increase spending and the appetite for debt is diminishing.

Therefore consumer spending will slow in the next 3 to 6 months.

The end is near.



To: philv who wrote (37381)8/2/2005 3:21:10 AM
From: John Vosilla  Respond to of 110194
 
"The US is not alone, as nearly all countries are in the same boat. All fiat currencies are depreciating when measured against real assets and lately commodities"

Yet the world is awash in savings that keeps long term rates very low allowing asset multiples to expand even further. Something has to give..


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