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


To: Mike Johnston who wrote (66847)7/25/2006 5:41:16 PM
From: UncleBigs  Respond to of 110194
 
If you want to believe in perpetual inflationary prosperity as far as the eye can see, go ahead.

I don't.



To: Mike Johnston who wrote (66847)7/25/2006 6:10:00 PM
From: russwinter  Read Replies (3) | Respond to of 110194
 
Maybe add some of the high ends Vegas casinos. to catch a blend of Bully and Bully Wannabes. If SBUX negatively surprised I'd say the Bully Wannabes slowdown is on, but they had good revenue pre-announced, so it would have to be downward guidance. This looks ominious too, and overdue. Maybe the tougher lending guildline are about due, as they've about gutted that caress to the max?
Message 22656705

The big question for Bully is when the Old Maid Card securities that Brazil America owes on don't get paid. He must own a bunch of that.