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Strategies & Market Trends : US Inflation and What To Do About It -- Ignore unavailable to you. Want to Upgrade?

To: RetiredNow who wrote (367)	3/17/2014 10:43:32 AM
From: John Vosilla	Read Replies (4) \| Respond to of 1504

My view is that both stocks and bonds are in for a rough ride. All assets are over-priced now. Housing is still dirt cheap in over half the country if you measure PITI vs equivalent rent and income. So they continue with QE till housing gets as overinflated across the land as everything else is becoming for J6P. Of course both parties and all our leadership are clueless. Black swan event could be oil prices or long term rates but WHEN is the question. Combine both of these with Obamacare and tens of millions will be stretched well beyond incomes. Probably worse case is this continues far too long, housing gets way overinflated everywhere with corresponding costs continuing to rise far beyond incomes, we boom a few years with all the equity filtering into excess consumption, remodeling, HELOC cash outs, 8 year car loans, going to extremes once again before the true black swan at the worst of times yet again hits: