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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?


To: William H Huebl who wrote (73105)5/2/2006 6:52:45 AM
From: Real Man  Read Replies (2) | Respond to of 94695
 
Reagan period was very different. Stocks were coming out of the
secular bear market, not going into it.

Once this bubble market breaks down, and gets to the bottom
where stocks are cheap, I expect a similar healthy expansion
will occur in the US. Japan could be embarking on such an
expansion right now, IMHO. For now, the huge US imbalances and
debt have to be cleared before any healthy expansion can occur.
Based on cycles, 2009 would be the start, but due to the
Fed's spectacular efforts to perpetuate the bubbles, I think the
healthy expansion cycle may be delayed until 2012. I think
we are going into the currency crisis mode. Once that's done
and over with, the road is clear for this bear. I will invest
in US stock market, probably starting with the cheapest DOW
stocks. -g-

So far words from Ben did not calm the dollar, just caused
a tiny bump, which means the foreign bond (bag) holders
don't trust the US Fed anymore. Understandably so, since
the inflation data is a total joke, and they are getting
ripped off at these rates.
While it is possible to
have a currency crash without the stock market dislocation, I
think it is highly unlikely.