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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: patron_anejo_por_favor who wrote (104790)	2/13/2008 2:32:58 PM
From: DebtBomb	Read Replies (1) \| Respond to of 306849

We've never seen anything like this in our lifetimes. Debt will bring this place to it's knees. Iraq, demographics, peak oil, pension funds, social security, medicare, health care....they're all just a side-show.

To: patron_anejo_por_favor who wrote (104790)	2/13/2008 2:50:48 PM
From: Giordano Bruno	Read Replies (1) \| Respond to of 306849

>>Paulson sees slower economy, to rush tax rebates<< That would be in gold?

To: patron_anejo_por_favor who wrote (104790)	2/13/2008 2:58:30 PM
From: Cal Amari	Read Replies (1) \| Respond to of 306849

Nice Pulp Fiction ref. "You sendin' the Wolf? Sheeeit, negro, that's all you had to say...."

To: patron_anejo_por_favor who wrote (104790)	2/13/2008 3:06:53 PM
From: Perspective	Read Replies (1) \| Respond to of 306849

Wow, even Hussman falls prey to the "we have to invest in something" argument: hussmanfunds.com It tends to be the case that consumer oriented stocks achieve their lows well in advance of broad market lows. My guess is that we haven't reached that point quite yet – but even if stocks are in a bear market, I would expect to see the consumer and technology sectors lose less, over the full course of a market decline, than other sectors. In any event, our own stock holdings are diversified across nearly all sectors except financials, so though we do have greater weights in consumer and technology, it's largely because the weight we aren't allocating to financials has to be invested somewhere else. I wonder about this notion that consumer stocks bottom early. Could it be different this time around? This is the first consumer-led recession in a looooooooooooooong time, and the only one following a real estate bubble. Could it be that the U.S. consumer won't come riding to the rescue of the global economy this time? 'BC