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

To: benwood who wrote (94194)	5/14/2008 2:03:16 PM
From: GST	Respond to of 110194

Thanks Benwood -- for what it is worth I would call it an 'inflationary bust'. We could do something about this in a five to ten year time frame by investing in productive and highly efficient assets rather than gas guzzling cars and houses as well as by financing our debts domestically. This would be a dramatic change but markets have a way of forcing dramatic change. As for 'American companies' there are fewer and fewer of them. For example, P&G does something like 70% of its sales outside the US -- we our home to multinational companies that are going to do just fine and are a far better hedge against inflation than a plywood 'mansion'.