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

To: GST who wrote (53140)	2/8/2006 5:10:30 PM
From: mishedlo	Read Replies (1) \| Respond to of 110194

And many will simply become pre-occupied with the side-show du jour -- the housing market. Another bad misconception on your part. I am focused on the housing market because the US is, not the other way around. There is an enormous malinvestment in US housing. In fact it contributes to much of our demand for goods from China (furniture, appliances, carpet, light fixtures, paintings, decorations, lawn sprinklers, and god knows what else). Furthermore, the extent that home prices are rising further allows consumers to do cash out refis to buy cars and other stuff. Those cars have part contents that comes from China. Perhaps you are telling me you do not understand the source or reason for a lot of goods coming from China. Is that what you are telling me? I will tell you this: only a fool would ignore what is happening with US housing. side-show my ass. Mish