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

To: UncleBigs who wrote (62193)	5/30/2006 2:03:58 PM
From: I_C_Deadpeople	Respond to of 110194

"I agree with you Mish. I would also expect building materials, furniture, RV's, and hotel rooms to fall in price" Building materials can only go down in price if Chinda demand falls. If that demand continues then the prices for lumber, commodities, oil, etc will flatten or continue to increase. Right now, furniture is dirt cheap - made overseas and shipped here. An RV, like an auto is made up of metals and plastics - so there is a floor in the price as long as the demand for the materials holds. To this untrained mind, the KEY to what goes up or down in price no longer rests in US consumer demand/income. It rests with the internal demand in Chindia - if that demand can be sustained then they will in essence ween themselves off the US consumer. Interesting times when a different country takes over the role of world economic power.