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

To: orkrious who wrote (80195)	3/21/2007 4:11:16 PM
From: John Vosilla	Read Replies (2) \| Respond to of 110194

So I take it you and LI Guy don't see eye to eye<g> I see shades of gray from all this and I think it will only be as bad as you predict if rates rise several hundred basis points. That is my key in a nutshell which is why I watch megafinancials charts like a hawk. Your view with expectations of stagflation and much higher rates is actually more doom and gloom than even Mish.. Much more likely IMHO. You would not believe how out of control government spending is down here in Florida.. They took every extra dollar and earmark it for many unneccessary public works projects we'll foot the bill for a long time on. Stagflation here we come..