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Dr. SoftLove, or How I Learned to Stop Worrying and Love the Free Mooolah

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January 03, 2007 – Comments (2)

I find enthusiasm for the whole "soft landing" theory for housing to be quaint, cute, and potentially devastating. Our head-in-the-sand society continues binge spending fueled by borrowed money, while the Fed's open taps on money fueled inflation which it didn't bother to truly measure (core inflation, HA!) much less heed.

So now, people have decided the bottom is in on housing, housing stocks, and the dour outlook on the economy? I don't believe it.

And neither does this guy, who's a lot cleverer than I am.

http://www.2000wave.com/article.asp?id=mwo122906

Sign up for this. Really.

Sj

2 Comments – Post Your Own

#1) On January 03, 2007 at 2:35 PM, Steve819 (97.66) wrote:

Seth,

I just finished reading GaveKal's "Our Brave New World" and think it makes some good points regarding the housing boom/bust. Have you read it?

JM covers it quite a bit - here is two of his more detailed letters:

http://www.2...id=mwo111105

http://www.2000wave.com/article.asp?id=mwo112505

I will have to write up a full review sometime.

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#2) On January 03, 2007 at 5:32 PM, TMFBent (99.82) wrote:

Haven't. I'll take a look, thanks.

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