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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 (61883)	5/24/2006 12:59:20 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

"But all of this pales when compared to the implications of the dollar bubb;e. Housing goes sour and we take a hit -- big deal." No one has ever been ever to argue against my thesis from 15 or so years ago when: regional home prices dropped 20-40% oil patch drop in home prices and economic activity was as bad as the great depression commercial RE nationwide fell 60-70% lending standards were very tight in essence choking the consumer and home buyer monetary policy for the period was too tight our banking system was in ruin Japan was at the beginning of it's 15 yr downturn Yet no deflation and no depression in the US. Anyone ever read the book by Ravi Batra "The depression of 1990"?