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

To: russwinter who wrote (46030)	11/23/2005 12:00:43 PM
From: Ramsey Su	Read Replies (3) \| Respond to of 110194

Message 21912567 this post just about totally blew away my expectations. May be we can all try to digest this data (the bottom tables showing the breakdown of fix vs ARMs). I wonder if I am understanding the percentage of ARMs correctly. ARMs out pacing fixed about 10-1??????

To: russwinter who wrote (46030)	11/23/2005 2:09:34 PM
From: mishedlo	Respond to of 110194

M(3)urder Will Out! ... ... Ergo, if, in order to deal with any of the above, a heliborne rescue mission of the accelerated monetization of government debt were seen to be needed next March, the simultaneous suppression of the M3 data would usefully serve to obscure the extent of the US banks' role in the scheme by no longer revealing – as one of the aggregate’s particular components – what would then be the banks’ rapidly swelling repurchase agreement liabilities (all of them held against USTs & government Agency bonds). Thus, the abandonment of M3 could disguise this Reichsbank-like response to America’s hypothetical future ills for some little while thence, delaying market fears of a hyperinflationary outcome, and so keeping "Blackhawk" Bernanke hovering over the scene of the emergency for a little longer than might otherwise be the case. As with all good conspiracy theories, we hope this sounds just credible enough to keep you wondering whether it might even be true, even though, at this juncture, we have to emphasise that it represents nothing more than the rankest of rank speculations. lewrockwell.com