The Oil Drum | DrumBeat: April 30, 2007

140 comments on DrumBeat: April 30, 2007

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sendoilplease on April 30, 2007 - 9:47am

Very good question Gail. No man knoweth the day or the hour?

It's Delightful, It's Delovely, It's Deleverage!

Asset Inflation Nation...

...Again, hopefully without sounding overly simplistic, we believe watching equity markets such as Russia, India, Brazil, and even a Mexico (as an example) will be very important in the weeks and months ahead.

If these very popular markets do not recover to their most recent highs and push ever northward, then it's a very good bet that the process of macro deleveraging in the levered global investment community to at least some degree or magnitude has begun and will continue for a period...

It's clear to us that market participants of today are wildly complacent about, or simply do not understand, the potential for risk in structured finance vehicles and the layering of levered investment, especially in the hedge community.

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Gail the Actuary on April 30, 2007 - 9:58am

I talk about collapse of the debt market in Our Fiinite World: Is This a Problem?, posted today on TOD. It can also be found on my blog.

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140 comments on DrumBeat: April 30, 2007

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