SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?


To: gladman who wrote (64130)6/19/2006 9:43:44 PM
From: John Vosilla  Respond to of 110194
 
'As long as the capacity to generate a household revenue stream remains >= monthly/quarterly/annually debt requirements then yes it appears sustainable.'

Those charts look like currency debasement and a RE debt cleansing downturn as likely outcomes to me. Then talk about corporate balance sheets, the wealth of those at the top and our government's ability to continue to monetize and reflate while global long term rates remain low allowing asset values to remain artificially overpriced in perpetuity as long as your above formula remains intact..