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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 (62357)5/31/2006 4:14:13 PM
From: mishedlo  Read Replies (2) | Respond to of 110194
 
You are just piling on assumptions -- you assume (a) a dire fall off in demand in the US and (b) that a dire fall of in demand would lead to lower prices.

The first is pure speculation at this point.


If you want to talk about assumptions look at yours.
You assume the US$ will fall 50% and your bubble view of the US$ is based on that.

Falling demand lowering prices is one hell of a lot less of an assumption than what you are assuming. Not only that it happens to be basic economics.

Yes I am assuming slowing housing - It has started.
Yes I am assuming falling jobs as a result.
Perfectly logical.

OTOH you have basically unfounded assumptions so please be careful when accusing others about having assumptions.

Mish