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

To: Mike Johnston who wrote (92335)	3/17/2008 11:36:49 AM
From: John Vosilla	Read Replies (1) \| Respond to of 110194

Worldcon, Lucent or Enron revisited? In perspective the market cap of Bear Stearns is small relative to past blowups.. Where is the deflation from the credit crunch Mike? Certainly we should be seeing it today (or very soon to give Mish and company the benefit of the doubt) in airline fares, gas prices, what we pay at the grocery if it was ever going to happen. 139.142.147.19

To: Mike Johnston who wrote (92335)	3/17/2008 11:47:45 AM
From: Tommaso	Respond to of 110194

Don Coxe calls all this fighting a fire with gasoline. The funny (and irrelevant) thing is that there is one situation where you do fight a fire with gasoline. If a cotton bale has caught fire and is smoldering internally, you cannot put it out with water because the water will not penetrate. But gasoline can soak in and actually cut off the oxygen inside the bale. or so I was told many years ago. I think I would let someone else try it. Look at it this way: When bad inflation becomes evident, the Fed has a hell of a lot of room on the upside to raise rates.