SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Peter_M who wrote (38155)8/8/2005 10:38:03 PM
From: John Vosilla   of 110194
 
"For me the big question is: Can I imagine any scenario where the FED would expect a larger wealth transfer then the deflation case."

How about create a recession through inflation and much higher rates like 73-74 and 80-81. Then once the leveraged massess default on their ARM's and bubble markets collapse the smart money comes in and take it over in a stagflationary cycle of ever increasing rents, wages and costs which eventually pump up values dramatically like the 1975-1980 period.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News