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

To: orkrious who wrote (70162)	9/23/2006 10:19:13 AM
From: jimmg	Read Replies (1) \| Respond to of 110194

Doug is very bearish longer term but thinks the strong credit growth is leading to wage inflation which will support the economy and housing much better than most think. He might be right but I tend to think we are much closer to the bust.

To: orkrious who wrote (70162)	9/23/2006 12:59:11 PM
From: Rarebird	Read Replies (1) \| Respond to of 110194

This year has been remarkably similar to 1994 with a time lag of about a month. If the same pattern holds, I'd expect a very nice correction in mid October. I want to see Volkmar Hable capitulate and see OEX Option Traders buy tons of calls on the initial leg down. That is likely after the next fling to the upside. Currently I'm modestly long. But I'll be short when it matters most.