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

To: SouthFloridaGuy who wrote (63737)	6/15/2006 11:57:31 AM
From: John Vosilla	Respond to of 110194

Excellent post LI. I recall Maria B interviewing the top guy at Barclays Bank the other day. He called this correction healthy and pointed to the still low credit spreads as one piece of evidence the economy is going to be okay. Though some assets are way overvalued large cap stocks are much cheaper now than in 2000 and RE away from the coasts is still very reasonable. If stagflation is our future long term bonds are way overvalued. Siedman on CNBC just now says no stagflation in our future and inflation is not a problem. I and everyone else I talk to must be living in a different world if that is true. To me another of the biggest conundrums is how long term treasury rates can still be 150+ basis points lower than 2000 when inflation was obviously much less of a threat than today.