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

To: Jim Fleming who wrote (100020)	11/29/2008 3:06:52 PM
From: Hawkmoon	Respond to of 110194

I disagree that the underlying cash flows of mortgage bonds is not in serious trouble and becoming a bigger problem as housing prices return to the norm. Yeah.. it's difficult to determine whether this R/E bubble will be resolved in a similar chart manner as the post-WWII housing bubble (which basically went into a period of consolidation for 20 years): homepage.mac.com I am hoping that this fiscal stimulus will place the housing market in such a period of consolidation, rather than further decline, but the jury is still out.. That personal savings chart is kind of scary though, but it was actually lower in 1931, and rose dramatically thereafter through WWII.. Hawk