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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 (69027)	8/29/2006 11:04:13 AM
From: John Vosilla	Respond to of 110194

Everyone has there agenda Mike and sees what they want to see<g> I try to be objective. Here where I live in perhaps ground zero for the housing bubble home prices are down, inventory is through the moon and yet nothing else goes down in price and most folks still appear to be working,living their daily life as usual and getting stretched to pay the bills. Boring stagflation here we come and few are prepared for it IMHO.

To: Mike Johnston who wrote (69027)	8/29/2006 11:20:07 AM
From: mishedlo	Respond to of 110194

It is way to early to talk about deflation Nonsense. It is not too early to talk about it. It is too early to say it is here. 1. A 4.99 hamburger , is it a permanent price cut or a temporary promotion or a loss leader ? If it was one chain it would be one thing. The fact that I listed 10 is another matter. Consumers are clearly eating out less and restaurants clearly overbuilt for that declining demand. 2. How can you call falling house prices deflation if you did not call rising prices inflation ? I didn't. Not yet. 3. Japanese inflation came in below, because they changed the basket, to make inflation look lower. Japan is coming out of deflation, not headed into it. Mish