August 30, 2005

correction in sight ?




  a policy induced 
amerikan dream recession?

  thats  not an if

but a when ......




========================================



 before the 06 congress is elected ?

between the 06 election
 and  regime change 08 ?

after regime change  08?

my bet
the fed cranks down

  just as we go into 
               the 
late spring early
           summer  of 08 
so its 
real effects are lagged past november 

but how do 
the boys keep us bubblin till then?

   soft consumer squeezin

 graceful dollar  bows
but no swoons


all doable

 i'd give em
    3 to 1 odds 

  cause households alone
won't freak out
they never do

first their  bankers freak out 


Posted by pinky at August 30, 2005 02:50 AM

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