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January 26, 2008 at 10:39 PM in reply to: Surprised — dollar hanging in there; metals down a bit #143299January 26, 2008 at 10:39 PM in reply to: Surprised — dollar hanging in there; metals down a bit #143538
asragov
ParticipantIf (a big if) you are a believer in deflation, then the dollar should begin a long-term rise. The basic idea is that assets will fall so much in price that a dollar will go further (just not as many people will have any).
January 26, 2008 at 10:39 PM in reply to: Surprised — dollar hanging in there; metals down a bit #143545asragov
ParticipantIf (a big if) you are a believer in deflation, then the dollar should begin a long-term rise. The basic idea is that assets will fall so much in price that a dollar will go further (just not as many people will have any).
January 26, 2008 at 10:39 PM in reply to: Surprised — dollar hanging in there; metals down a bit #143571asragov
ParticipantIf (a big if) you are a believer in deflation, then the dollar should begin a long-term rise. The basic idea is that assets will fall so much in price that a dollar will go further (just not as many people will have any).
January 26, 2008 at 10:39 PM in reply to: Surprised — dollar hanging in there; metals down a bit #143642asragov
ParticipantIf (a big if) you are a believer in deflation, then the dollar should begin a long-term rise. The basic idea is that assets will fall so much in price that a dollar will go further (just not as many people will have any).
asragov
ParticipantMish had a very good post recently about the behavior of various interest rates:
http://globaleconomicanalysis.blogspot.com/2008/01/select-few-are-helped-by-rate-drop.html
BTW, his thesis is that rates will continue to fall as the US experiences deflation, and the dollar will rise in value vs. the Euro and many currencies (the Yen will rise vs. everyone).
The securitization of mortgages and funding of banks has effectively already been nationalized. Banks are borrowing to fund their operations from the Federal Home Loan Bank system like never before, and Fannie and Freddie are the only places to sell your conforming mortgages.
If the conforming limit is raised significantly, you won’t have much more possibility of government involvement in finance and banking for Bush’s successor, irrespective of party. We are nearly there …
asragov
ParticipantMish had a very good post recently about the behavior of various interest rates:
http://globaleconomicanalysis.blogspot.com/2008/01/select-few-are-helped-by-rate-drop.html
BTW, his thesis is that rates will continue to fall as the US experiences deflation, and the dollar will rise in value vs. the Euro and many currencies (the Yen will rise vs. everyone).
The securitization of mortgages and funding of banks has effectively already been nationalized. Banks are borrowing to fund their operations from the Federal Home Loan Bank system like never before, and Fannie and Freddie are the only places to sell your conforming mortgages.
If the conforming limit is raised significantly, you won’t have much more possibility of government involvement in finance and banking for Bush’s successor, irrespective of party. We are nearly there …
asragov
ParticipantMish had a very good post recently about the behavior of various interest rates:
http://globaleconomicanalysis.blogspot.com/2008/01/select-few-are-helped-by-rate-drop.html
BTW, his thesis is that rates will continue to fall as the US experiences deflation, and the dollar will rise in value vs. the Euro and many currencies (the Yen will rise vs. everyone).
The securitization of mortgages and funding of banks has effectively already been nationalized. Banks are borrowing to fund their operations from the Federal Home Loan Bank system like never before, and Fannie and Freddie are the only places to sell your conforming mortgages.
If the conforming limit is raised significantly, you won’t have much more possibility of government involvement in finance and banking for Bush’s successor, irrespective of party. We are nearly there …
asragov
ParticipantMish had a very good post recently about the behavior of various interest rates:
http://globaleconomicanalysis.blogspot.com/2008/01/select-few-are-helped-by-rate-drop.html
BTW, his thesis is that rates will continue to fall as the US experiences deflation, and the dollar will rise in value vs. the Euro and many currencies (the Yen will rise vs. everyone).
The securitization of mortgages and funding of banks has effectively already been nationalized. Banks are borrowing to fund their operations from the Federal Home Loan Bank system like never before, and Fannie and Freddie are the only places to sell your conforming mortgages.
If the conforming limit is raised significantly, you won’t have much more possibility of government involvement in finance and banking for Bush’s successor, irrespective of party. We are nearly there …
asragov
ParticipantMish had a very good post recently about the behavior of various interest rates:
http://globaleconomicanalysis.blogspot.com/2008/01/select-few-are-helped-by-rate-drop.html
BTW, his thesis is that rates will continue to fall as the US experiences deflation, and the dollar will rise in value vs. the Euro and many currencies (the Yen will rise vs. everyone).
The securitization of mortgages and funding of banks has effectively already been nationalized. Banks are borrowing to fund their operations from the Federal Home Loan Bank system like never before, and Fannie and Freddie are the only places to sell your conforming mortgages.
If the conforming limit is raised significantly, you won’t have much more possibility of government involvement in finance and banking for Bush’s successor, irrespective of party. We are nearly there …
asragov
ParticipantThat’s Massachusetts, not North Dakota – Barney Frank (one of the House leaders on Financial Services) is from MA.
In Boston, housing is extraordinarily expensive, often more so than in Southern California.
asragov
ParticipantThat’s Massachusetts, not North Dakota – Barney Frank (one of the House leaders on Financial Services) is from MA.
In Boston, housing is extraordinarily expensive, often more so than in Southern California.
asragov
ParticipantThat’s Massachusetts, not North Dakota – Barney Frank (one of the House leaders on Financial Services) is from MA.
In Boston, housing is extraordinarily expensive, often more so than in Southern California.
asragov
ParticipantThat’s Massachusetts, not North Dakota – Barney Frank (one of the House leaders on Financial Services) is from MA.
In Boston, housing is extraordinarily expensive, often more so than in Southern California.
asragov
ParticipantThat’s Massachusetts, not North Dakota – Barney Frank (one of the House leaders on Financial Services) is from MA.
In Boston, housing is extraordinarily expensive, often more so than in Southern California.
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