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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 (65506)7/7/2006 11:58:54 AM
From: John Vosilla  Read Replies (3) | Respond to of 110194
 
That might be the end game way down the road. By then California RE prices might be down only 20-30% in nominal terms but 80-90% in real terms and rents might easily triple. No winners in that RE market. But that always seems to be the case to all involved in the biggest bubbles where asset values are yielding near 1%. This one much more ridiculous than that Cisco at 80 PE but 40% top line growth.



To: GST who wrote (65506)7/7/2006 12:18:09 PM
From: UncleBigs  Read Replies (1) | Respond to of 110194
 
The long bond is up 3/4 of a point today.

You should read what the market is telling you and not what you want to believe.


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