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

To: mishedlo who wrote (74203)	11/16/2006 11:59:20 AM
From: damainman	Read Replies (1) \| Respond to of 110194

OT Mish: Would you change employers right now if you didn't really have to? More specifically, if you had a relatively secure position with seniority in an industry(healthcare) where seniority matters, would it be a big gamble financially to move somewhere and start over given what you see happening in the near future? The benefit of moving would be better public schools for my kids and a much better place to live overall.

To: mishedlo who wrote (74203)	11/16/2006 1:25:11 PM
From: Roads End	Read Replies (1) \| Respond to of 110194

These layoffs are directly housing related and are taking place in non housing bubble markets. Existing projects are winding up before winter sets in and new starts continue to fall. Regardless of what housing prices do, the impact of declining starts will have a major impact on GDP. I expect starts to be around 1.2 to 1.3 million by next summer. Roseburg Forest plant set to lay off about 80 RIDDLE -- Roughly 80 Roseburg Forest Products workers will be without jobs next week because of a curtailment at the company's plywood plant in Riddle. The layoff, which starts Monday, is indefinite and will affect union employees on the low end of the seniority scale, said Hank Snow, vice president of human resources. "The reason is our order files won't support our production," Snow said. There had been plant curtailments lasting four days to a week at a time, but a bigger step was necessary to keep more senior-level employees working full time, he said. Snow said the down market is directly tied to the falling housing market. -- The Associated Press oregonlive.com

To: mishedlo who wrote (74203)	11/16/2006 3:21:46 PM
From: SouthFloridaGuy	Respond to of 110194

Thanks. Bookmarked.

To: mishedlo who wrote (74203)	1/17/2007 3:09:20 PM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 110194

You do realize how wrong you are about the current strength of the economy and the direction of rates, don't you?

To: mishedlo who wrote (74203)	1/31/2007 10:27:20 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 110194

To: mishedlo who wrote (74203) 1/17/2007 3:09:20 PM From: LongIslandGuy 7 Recommendations Read Replies (1) \| Respond to of 78325 You do realize how wrong you are about the current strength of the economy and the direction of rates, don't you?

To: mishedlo who wrote (74203)	2/2/2007 9:43:11 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 110194

To: mishedlo who wrote (74203) 1/31/2007 10:27:20 AM From: LongIslandGuy 1 Recommendation Read Replies (1) \| Respond to of 78419 To: mishedlo who wrote (74203) 1/17/2007 3:09:20 PM From: LongIslandGuy 7 Recommendations Read Replies (1) \| Respond to of 78325 You do realize how wrong you are about the current strength of the economy and the direction of rates, don't you?

To: mishedlo who wrote (74203)	2/2/2007 2:09:42 PM
From: $Mogul	Read Replies (1) \| Respond to of 110194

Textbook recession is three quarters of negative GDP growth. So are you expecting this in Q1 or Q2 for 2007. I know what I think, but just curious if the most recet GDP figure changed your mind.

To: mishedlo who wrote (74203)	5/22/2007 10:22:50 AM
From: SouthFloridaGuy	Read Replies (1) \| Respond to of 110194

<<The recession of 2007 will indeed be far worse than the last recession. It will be a consumer led recession not a dot-com bust. This one will affect far more jobs and far more people. Bankruptcies and foreclosures will soar. Layoffs will hit white collar workers as well. In fact we will probably head in and out of recession gaining little traction for the next 5 years. Rates on the long bond will head to 4.0-4.25 and it will not help housing one bit.>> YAWN