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

To: Perspective who wrote (87048)	9/28/2007 5:46:49 PM
From: stan_hughes	Read Replies (1) \| Respond to of 110194

Certain stocks became asset plays back then courtesy of inflation, especially the big oils -- the SPX in the 1970s represents a different economy than it does now Nowadays SPX is financially dependent, and there aren't going to be any commodity-based asset plays on anything the banks or brokers are carrying on their balance sheets

To: Perspective who wrote (87048)	9/28/2007 10:21:27 PM
From: John Vosilla	Respond to of 110194

'Fed Funds over 10%, CRB had doubled, inflation was running rampant, but stocks still bounced to within 10% of all time highs!' Today many of the same characteristics except we have a global boom not ever seen before, very low interest rates and a historic housing bubble with extension of credit now busting also never seen before to this extent.. So much depends on a continued slow debasement of the dollar and long term rates not rocketing much higher.. Ken Heebner on CNBC today was very insightful in putting it all together..