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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: Wyätt Gwyön who wrote (2310)11/18/2003 9:30:08 AM
From: russwinter   of 110194
 
Do you notice how the overcapacity exists in all the WRONG places: consumer based products and supportive industries, especially those favored by Americans? The undercapacity and shortages are developing elsewhere: commodities, energy, basic transportation (shipping, rail cars), infrastructure (everywhere from the port at Long Beach to China). In other words we see massive maladjustments, and capital being allocated and deployed incorrectly and in the wrong places. That's what hyperstimulation, easy money and ultra low interest rates does. It's really almost Soviet Union style economics with a heavy speculative and globalism twist, certainly not Adam Smith capitalism. That's also why I don't see this is a simple deflation-inflation argument.
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