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


To: John Vosilla who wrote (57520)4/5/2006 11:23:25 AM
From: GST  Read Replies (1) | Respond to of 110194
 
<Perhaps some of the dumb money thinks a homebuilder is an inflation hedge?<g>>

As dumb as that sounds, when Bernake gets done with stuffing money into the pockets of the American public it may turn out that the little house on the Hill will be worth a million otherwise worthless dollars. Perhaps if we are all wrong it is precisely because we underestimate the true potential for inflation at this stage of the game.