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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 (56087)	3/17/2006 2:41:57 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

How would you or Heinz explain the necessary pass through of much higher RE and oil prices to the consumer in order for businesses to deliver basic goods and services to us on a daily basis if we don't get the serious recession expected? RE taxes, insurance, costs of medical, costs of education, shortfalls by municipalities somehow would get paid short of a 1930's repeat. Even a Japan 1990's type downturn wouldn't do it. We just plod along like 70's stagflation. With debasement it seems the goal on a worldwide basis longer term.. Biggest risk is a huge back up in long term rates IMHO.. This period under GWB has done a number on household and government balance sheets that is unquestionable..