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To: SouthFloridaGuy who wrote (292)2/26/2007 1:56:51 PM
From: Bid BusterRead Replies (1) | Respond to of 1718
 
OT, I notice you have a ban on this thread on someone with zero posts, how does that happen?



To: SouthFloridaGuy who wrote (292)2/26/2007 2:04:16 PM
From: John VosillaRead Replies (1) | Respond to of 1718
 
'The only way stocks fall is if the Michael Shedlock doomsday scenario proves correct:'

How about stagflation and rising interest rates? Our esteemed leaders will try to protect the elite in the near term to keep that from happening and hope things remain okay as long as Joe6pack has a job..

Remember declining interest rates, declining dollar and lower energy prices were a big driver in this recent stock market rally.

Deflation/depression talk is by the ultimate doom and gloom crowd..The ultimate bubbleheads of a 25 year bull run in bonds with our record twin deficits not going away any time soon makes them even more out of touch than RE bubbleheads at that top a year ago.. The cost push inflation component passing through high costs of property as well as energy a long term process not going away anytime soon..




To: SouthFloridaGuy who wrote (292)2/26/2007 3:41:38 PM
From: Box-By-The-Riviera™Read Replies (1) | Respond to of 1718
 
i'd like to see some data on that. and to what degree? fortune 500, all, some majority of all vs. a NOT market moving minority. and which debt vs. collaterial? its an awfully broad statement, even w/o considering the leverage vs. collaterial of the most recent few hundred billions in MA or leveraged activity of the last four months.

"The underlying equity collateral of US companies is solid and undervalued"

also, saying sub prime is not comparable to us corp debt, needs a few qualifiers, no? not comparable to any corp debt?

and, would that be ergo: above sub prime is also not comparable to us corp debt?

with a third question: the two above repacked into their CDO, how then, does the cdo stack up?

PS: schedlock is nothing more than a plagerist repacking what he hears into some kind of expertness via a web site some folks actually attend. my questions are wholely unrelated to his utter BS.



To: SouthFloridaGuy who wrote (292)2/26/2007 4:43:05 PM
From: Marc HymanRespond to of 1718
 
The only way stocks fall is if the Michael Shedlock doomsday scenario proves correct...

Or some non-market geo-political catastrophe occurs. I'm not suggesting that such a thing is likely, just that were something to happen it could bring the market down quite a bit, at least temporarily.

// marc