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


To: CalculatedRisk who wrote (74700)12/1/2006 2:06:22 PM
From: John Vosilla  Read Replies (1) | Respond to of 110194
 
Everything seems upside down these days. Usually market goes down for the three months after the end of fed tightening. Usually the market goes down in Sept-Oct in the second year of the election cycle. Usually markets go down after the yield curve remains inverted for an extended period of time. Usually the market goes down in anticipation of a recession.. Very low long term rates and record levels of liquidity seem to trump everything else for now..



To: CalculatedRisk who wrote (74700)12/1/2006 3:04:24 PM
From: ild  Respond to of 110194
 
The "Carry" Trade in U.S. Housing Looks to be Over
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