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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 (66151)7/14/2006 9:30:18 PM
From: yard_man  Read Replies (3) | Respond to of 110194
 
is it also possible that the over-ordering and hoarding are not just an American phenomena?

I think we have time for both of you to be right.

A wrenching recession that goes world-wide and then, Asia becomes the new powerhouse of consumerism, demand, growth -- while US living standards fall down a lot in the process.

None of it is my "preferred" outcome, but that's life.



To: GST who wrote (66151)7/15/2006 12:26:18 AM
From: mishedlo  Read Replies (2) | Respond to of 110194
 
He is assuming the key to the US economy is the US consumer.
GST you are the one with invalid assumptions.

You assume the US consumer does not matter.

For quite some time the US consumer is one of the things that matters most. That may change eventually but your assumptions all act as if the US is irrelevant now.

That is the major flaw in you thinking and it affects all of your conclusions.

Mish


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