SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The coming US dollar crisis -- Ignore unavailable to you. Want to Upgrade?


To: Box-By-The-Riviera™ who wrote (612)7/28/2007 6:46:19 AM
From: Real Man  Read Replies (1) | Respond to of 71419
 
I have virtually no doubt there will be another series of
coupon passes, and soon, because of this 5% mini-"meltdown"
that got all the bulls screaming and all the bears taking
profits. Should we be careful? There are mines out there,
err., margin mines, LTCM mines, etc. -g- Credit is going to
the toilet now, but spreads can too be reversed with enough
new liquidity. Will the dollar be able to continue the bounce
once the Fed injects liquidity? Good question. Da RealMan
lives in RE now, and he's been getting the credit derivatives.
Stocks could just be the next domino to fall. Personally,
I think the RealMan will come to stocks too, even though
he might get some delays, and even new highs. -ggg-



To: Box-By-The-Riviera™ who wrote (612)7/28/2007 7:13:49 AM
From: Real Man  Read Replies (1) | Respond to of 71419
 
I don't know why, but they drive everyone away from SI. They
drove Russ from his credit bubble thread. His blog stuff is
excellent, I really enjoy reading it. Mish is getting
ridiculed hard too by everyone. In fact, so hard I suspected
the top might be indeed near -g-
He was correct predicting RE bubble peak in the Summer of
2005. He cried about July 2007 top for stocks, (July, 11),
and was ridiculed hard for that call. It remains to
be seen if that was the right call, and I wonder when he goes.
I guess he does not care. -g-