It's all over, bar the laughing

[unlucky]

Hey iTulipers!

It's time to start talking about the fact that the US economy has entered a sustained recovery, stocks are back in bull mode and gold is tanking. Europe has been "fixed", China is "not so bad afer all", and the US is back as Global Hegemon.

Here's a link to commentary from a perma-bear that I have grown to love: Up, up and away by Charlie Fell. Mr Fell has previously commented that recent strength in US househeld spending has been mirored by strength in household borrowing and is largely dominated by expansion in student credit.If true then urgh. That can't last forever. But can it last long enough to make us all insolvent? Personally I'm reckoning on about April for the turn, taking guidance as I generally do from charts by a certain Mister Finster ... but I'd love to know what others think.

[touchring]

Re: It's all over, bar the laughing

A hard landing in China and emerging markets will benefit the US because a lot of dollars and talents have shifted to emerging real estate and equity markets in recent years.

Not to mention commodity deflation can boost US consumption.

Hey iTulipers!

It's time to start talking about the fact that the US economy has entered a sustained recovery, stocks are back in bull mode and gold is tanking. Europe has been "fixed", China is "not so bad afer all", and the US is back as Global Hegemon.

Here's a link to commentary from a perma-bear that I have grown to love: Up, up and away by Charlie Fell. Mr Fell has previously commented that recent strength in US househeld spending has been mirored by strength in household borrowing and is largely dominated by expansion in student credit.If true then urgh. That can't last forever. But can it last long enough to make us all insolvent? Personally I'm reckoning on about April for the turn, taking guidance as I generally do from charts by a certain Mister Finster ... but I'd love to know what others think.