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

To: shades who wrote (51704)	1/27/2006 12:33:23 PM
From: orkrious	Read Replies (3) \| Respond to of 110194

thought Ramsey made the case until the printing presses slow down they will keep using cash to buy back shares He made an argument. I didn't buy it. These companies no longer have the cash necessary to continue to do it, not it they want to stay in business. No disrespect intended to Ramsey, he's a much better analyst of these companies than I am. I'm looking at what has happened in Michigan and the sales and inventory trends elsewhere. Elsewhere is headed to the place Michigan is now, and it's not pretty. These stocks may hold together until the FOMC, but I'm shorting rallies when I can get them. If the FOMC keeps raising, housing is toast. If they stop, the dollar and LT bonds are toast, which means housing is toast. Disclosure: short a Patronesque-size position in various homies. <g> [edit] watch some of these companies close red today