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

To: yard_man who wrote (66154)	7/14/2006 10:19:49 PM
From: GST	Respond to of 110194

Very realistic IMO.

To: yard_man who wrote (66154)	7/14/2006 10:39:43 PM
From: UncleBigs	Respond to of 110194

yes, I agree.

To: yard_man who wrote (66154)	7/15/2006 1:23:12 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

'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.' That does seem to be the most likely course. Misallocation of capital always ends bad. China is just as guilty as anyone else in this global credit reflationary boom. My only question is on the interest rate, stagflation front or depression front as things unwind. Unresolved but there I stick with the GST model which actually might create even more pain for Americans at the middle and lower end unfortunately.