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

To: John Vosilla who wrote (76716)	12/27/2006 11:16:02 AM
From: Mike Johnston	Respond to of 110194

delete

To: John Vosilla who wrote (76716)	12/27/2006 11:17:41 AM
From: Mike Johnston	Read Replies (1) \| Respond to of 110194

And C is trading almost like an internet stock circa 1999 these days. Where is bursting housing bubble and consumer defaults ? -g-

To: John Vosilla who wrote (76716)	12/27/2006 11:53:52 AM
From: Mike Johnston	Read Replies (5) \| Respond to of 110194

I seems to me that only 3 developments could upset the current state of affairs: 1) sharp decline in the bond market - unlikely if CB's will just stand on the bid. 2) sharp rally in the yen - possible only with policy change in Japan So leaving the stuff that depends on CB's becoming responsible, that only leaves.... 3) rally in gold so sharp and spectacular that it causes people to flee respective currencies and withdraw money from the banking system, making Central Banks and Pig Men unable to perform their tricks anymore.