Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: GST who wrote (91866)	3/4/2008 4:13:15 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 110194

Its balance sheet versus income statement -- your assets go down, your expenses go up and your income stays flat. Its a complete reversal of fortune. you can see why there is so much pressure being brought to bear by external forces (ie, the fed, washington) to keep the asset class of RE in it's bubble state, indeed the external forces were instrumental in creating the bubble in the first place and it won't work speculative bubbles cannot be 'maintained' at a permanently high plateau by tinkering with real market forces<ng>

To: GST who wrote (91866)	3/4/2008 4:16:54 PM
From: Keith Feral	Read Replies (3) \| Respond to of 110194

I'll give you the end of cheap oil. Labor is going to get cheaper and interest rates are in a nose dive making credit much cheaper than it was a year ago. Still, the predominant theme is risk from all the banking writedowns. It totally overwhelms the benefits of cheap credit. I don't see any of my prices going up this year except for gasoline prices. Cheaper insurance bills, cheaper telecom bills, cheaper car payments, cheaper computers, and just about everything that isn't going into my gas tank. The biggest place I see deflation is in stock prices.