tag:blogger.com,1999:blog-6492542366661862113.post977525924129031952..comments2023-10-31T01:32:09.169-07:00Comments on The Housing Time Bomb: My Dream Girl: Meredith WhitneyJeffhttp://www.blogger.com/profile/04450070920047311928noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-6492542366661862113.post-66653392045694408732009-05-12T13:25:00.000-07:002009-05-12T13:25:00.000-07:00post up around 6.
A little teaser...Its going to ...post up around 6.<br /><br />A little teaser...Its going to be an unusual one.Jeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-14554083891712631212009-05-11T20:11:00.000-07:002009-05-11T20:11:00.000-07:00Edc
I totally agree.
I try to explain both sides...Edc<br /><br />I totally agree.<br /><br />I try to explain both sides here. My take is the same.<br /><br />Deflation rules. I described the reflation trade. I didn't endorse it.<br /><br />The dollar will continue to fall if the fed doesn't settle down on deficits.<br /><br />I am not convinced that the currency is safe until the spending stops. The fed is playing with fire.Jeffhttps://www.blogger.com/profile/04450070920047311928noreply@blogger.comtag:blogger.com,1999:blog-6492542366661862113.post-59584175713253945532009-05-11T19:46:00.000-07:002009-05-11T19:46:00.000-07:00relax. The dollar isn't going to crash. It will ...relax. The dollar isn't going to crash. It will get much stronger, QE is a firehose trying to fill up a leaking dam. Not possible. Credit destruction is destroying global supply of dollars. The rise in oil will end in tears, 15% of the population isn't working how can they afford $2.50 gas? They are already driving less, they are running out of oil storage all over the world. This is a front running stupid trade. Sell into the strength. Black gold is worth no more than it was 10 years ago.Bobby and Jean the amateur world travelershttps://www.blogger.com/profile/02334299056824812962noreply@blogger.com