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

To: shades who wrote (67281)	8/2/2006 11:30:46 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

One interesting thing in Leeb's latest book was the thought that some large caps like Intel with heavy exposure to fast growing Chindia will benefit this time instead of small caps exposed to slow growing USA. In the 1970's the heavy spending boomers coming of age made the USA the place to be. I do like distressed RE way below market any time it is available and oil patch RE for buy and hold as inflation protection. Plus energy, gold and stuff like Pfizer, Intel and JDS Uniphase in October when the stock market crashes..

To: shades who wrote (67281)	8/2/2006 12:32:54 PM
From: bond_bubble	Read Replies (5) \| Respond to of 110194

Shades, do you think housing will rise 100+%, stocks, bonds rise 80+% going forward? i.e CPI will be higher than 100% so that these asset rise will be negative in real terms? Or do you think assets will fall in price in REAL terms going forward? Do you realize that utilities are aggressively building power plants in US to support the increase in housing, malls and buildings in general - at an elevated cost today - and these utilities are going to soon find that these buildings become ghost town - and the idle power plants have to charge the surviving customers for the idle plants' debt as well!! Is that excess capacity of power plants and buildings and assets -deflation or inflation or stagflation?