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

To: YanivBA who wrote (69158)	8/31/2006 10:37:19 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

They might need to rewrite the economic textbooks for this cycle of rising real estate prices and consumer debt levels way ahead of incomes, rents and any CPI measure we fall in love with. Pass throughs of RE and energy costs seem to be substantial. Our twin deficits growing the way they have obviously can't be sustained. Plus very low long term risk free interest rates give a boost to expanded multiples for stocks, bonds and real estate. So many conundrums. Something obviously has to give. I'm still confused<g>