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


To: Crimson Ghost who wrote (78066)1/23/2007 9:58:17 PM
From: NOW  Respond to of 110194
 
a permanently high plateau has been reached after 70 years : if only Fisher was alive to see his dream come true



To: Crimson Ghost who wrote (78066)1/24/2007 8:55:04 AM
From: damainman  Respond to of 110194
 
"His basic theme -- everything is wonderful in the US economy, the world economy and global financial markets"

Yah think the size of the bonuses received last year on Wall St. could have something to do with their views that things are just peachy everywhere?



To: Crimson Ghost who wrote (78066)1/24/2007 10:19:23 AM
From: John Vosilla  Respond to of 110194
 
He has the same myopic view as others living in a tent in flyover country thinking we are in a world of 10% unemployment and deflation. The truth is somewhere in the middle of the two extremes. Party on..



To: Crimson Ghost who wrote (78066)1/25/2007 1:59:22 PM
From: LTK007  Read Replies (1) | Respond to of 110194
 
from briefing.com 1;30pm 1/25 <<Not much has changed since the last update as stocks appear to be settling into a relatively narrow range. Bonds, however, are extending their reach to the downside following a weaker than expected auction. At the top of the hour, a $13 bln auction of new 5-year Treasury notes attracted a meager 21.8% indirect bidder participation rate, exacerbating earlier weakness sparked by further proof of stabilization in the housing market. Throw in the fact that fed funds futures now price in no chance of an interest cut through the first half of 2007 and the yield on the 10-year note>>



To: Crimson Ghost who wrote (78066)1/25/2007 2:22:14 PM
From: LTK007  Respond to of 110194
 
<<He does concede that the market may sustain a 10% correction soon because the strong economic growth he foresees may cause the Fed to tighten a few more notches.>> And this from a bull.
I would say if a 10% correction occurred in the SPX that would be 15% to even 20% in NDX, given Beta factor.
i would welcome such an event, frankly.Max