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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (27018)	6/7/2007 7:01:31 AM
From: valueminded	Respond to of 78618

Tough call, short term is down, long term will be steady to up imo. I expect an inflationary recession with the anemic growth rate we have had. Clearly, medical, food and energy costs are significantly higher year over year. Now that rents are rising (even though house prices are flat to small declind), the cpi will show inflation. The FED will be constrained however due to the weakness in the economy. The lbo trend will slow down (just like housing) once a few well publicized deals go south. (imo)