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

To: russwinter who wrote (79108)	2/18/2007 12:48:05 PM
From: TimbaBear	Read Replies (1) \| Respond to of 110194

Russ Another good article. May I point out that you have not included some features in your affordability analysis? Namely, you were using (I believe) gross income and not accounting for Federal and State income tax withholdings as well as FICA and 401K and any employer sponsored but employee co-pay items like health and life insurances. Even generous assumptions in these areas when deducted from gross income to derive the take-home pay from which all of what you show (and much more)must come, further highlights the hyperreality of it all. Timba

To: russwinter who wrote (79108)	2/19/2007 5:35:45 PM
From: Perspective	Read Replies (1) \| Respond to of 110194

I think this is trouble: stockcharts.com In the 1929 experience, the tipping point came when the bubble in the ascendant US economy finally went into blowoff mode and then buckled under its own weight. A bursting Chinese stock market bubble in 2007 would certainly have a nice rhyme to it, don't you think? BC

To: russwinter who wrote (79108)	2/20/2007 4:07:24 AM
From: Perspective	Respond to of 110194

More interesting food for thought. I finally found some more detail on the 1920s. I kinda had a hunch it might have happened this way, but now I have some more info. The European powers that were in decline actually had their bull markets peak out several years earlier. The U.S. market was the final one to go parabolic and burst, and marked the end to the global asset bubble of eight decades ago. Lots of neat historical references in here: globalfindata.com BC

To: russwinter who wrote (79108)	2/20/2007 4:10:52 AM
From: Perspective	Respond to of 110194

Haven't had a chance to read this one yet, but I like the title: HOW THE CITY OF LONDON CREATED THE GREAT DEPRESSION tarpley.net Only the names have changed... BC