the credit multipliers are now in reverse. , page-2

  1. 298 Posts.
    in case you havent noticed

    there is a massive process of deleveraging going on in all sectors of the economy

    in property - cnp,

    in residential housing

    in the purchase of shares - tricom, opes

    in the financial engineering companies - afg

    in consumer discretionary - HVN

    and who is going to wear it all

    the banks

    the banks are at the top of the risk tree

    already we are seeing CBA, ANZ and NAB declining markedly

    so folks that is theme...

    deleveraging

    the credit multipliers are in reverse
 
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