The Black Box

[michalel97123]

Wahz,
fyi, Kudlow, Hyman and even Ridholtz on kudlow are talking slowdown in 2006 to 2.5-3%. I think Hyman is the most bearish of the group on the growth rate and if i remember correctly you are a fan of Ed Hyman.
Also, there is giant disconnect between people who expect the fed to stop and those who expect the fed to keep going. This also leads to a fight among folks who expect 10 year headed toward 3% and those who expect it to rise from here.
How do you factor this all in to your thinking? Add rising dollar and oil today. mike