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

To: orkrious who wrote (56556)3/22/2006 5:45:04 PM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
Good luck with the homies. I hope you're right. I'm short too but not the homies. I feel the retailers that have quintupled since 2001/2002 who have been beneficiaries of the housing as ATM and whose growth is priced in as though it will continue are the areas most vulnerable.

I don't think new home sales will fall off a cliff unless interest rates go much higher. I think it will be a long gut wrenching decline.


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