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

To: andiron who wrote (79017)	2/15/2007 1:08:16 PM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

'bear's anger.. also, for example..from MISH (when "it" comes it will likely be so fast and furious that most bears will not even catch it....)' But fast and furious selling usually happens in bull markets. Strange times. No fall selloff this past year. No historical end of fed tightening selloff lasting an average three months. No sustained inverted yield curve selloff. Excess liquidity and very low real rates trump's all? I don't buy that argument for a moment longer term as ramifications have yet to be felt. Nor do I buy Mish's deflation is a coming or the housing contraction being the holy grail to a doom and gloom disaster..