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

To: Tommaso who wrote (92661)	3/23/2008 4:36:34 PM
From: dybdahl	Respond to of 110194

Models don't describe reality - they just model them. However, all our economic knowledge is about models, and many models that usually apply, don't apply now. This reduces our precision in predicting.

To: Tommaso who wrote (92661)	3/23/2008 4:42:45 PM
From: Giordano Bruno	Read Replies (1) \| Respond to of 110194

Coxes interpretation is clear and precise. Thanks

To: Tommaso who wrote (92661)	3/24/2008 10:59:21 AM
From: John Vosilla	Read Replies (2) \| Respond to of 110194

'When a lot of smart people admit they don't understand something, it may be a serious problem' It might be as simple as broad MZ growth versus real inflation versus long term treasury rates.. How long can many continue to deny the real inflation rate or accept today's puny rates fixed for 10-30 years given what usually comes down the pike from broad money supply growth of 15-20%+ for an extended period of time. Question is when or can they monetize the back end into perpetuity without ramifications that so far only show up in our plummetting dollar?

To: Tommaso who wrote (92661)	3/24/2008 11:29:57 AM
From: calgarydude	Respond to of 110194

Bank CEO not smart enough to invest in subprime. Bloomberg - "The top-performing North American bank stock of the past five years has 35 branches, and is led by a chief executive officer who has no voice mail and says he isn't smart enough to understand complex debt investments." "``We're not smart enough to understand that stuff,'' Pollock said in a telephone interview. ``I think that's where everybody got caught. They got hoodwinked into relying on ratings, when they should be concentrating on do you really know what you're buying here?''" bloomberg.com