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

To: GST who wrote (75793)	12/16/2006 10:18:34 AM
From: John Vosilla	Respond to of 110194

'I don't suggest that cheap credit is unimportant. But it is at an end. Ditto for cheap oil and cheap labor. Between these three there is much to drive inflation. Our cheap labor came from places like China. Our cheap oil came from Saudi Arabia. And our cheap credit? It came from our trading partners.' So simple and so obvious. Though most don't get it a lot of the 'smart money' doing these LBO's and private equity deals of late at good prices relative to free cash flow and locking in these multigenerational low interest rates do get it.. Even real estate related many locking in cash flowing property in nonbubble markets with a operating 9%+ yield and long term financing at below 6%