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


To: mishedlo who wrote (50297)1/21/2006 12:34:50 PM
From: chainik  Read Replies (1) | Respond to of 110194
 
Mish, I read again your reply to my question (thanks again for it), but I still don't think you've answered my simple (simplistic?) question

<Does your deflation scenario has any time frame attached to it>

Could it be that monetary inflation continues a bit longer? Half a year? Next elections? 5 more years?



To: mishedlo who wrote (50297)1/23/2006 10:14:37 AM
From: John Vosilla  Read Replies (1) | Respond to of 110194
 
"If GST or anyone else shorted the US$ in March of 2005 thinking the world was about to end because of some US$ bubble, well they had their heads handed to them. As did housing bears for quite some time."

I seem to recall Trump and some others the past year saying housing in bubble coastal markets will stay strong as long as the dollar is remains weak..