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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Oblomov who wrote (270619)12/13/2003 3:24:30 PM
From: mishedlo  Read Replies (1) of 436258
 
Many of these people are saying the same contradictory thing. The most common current thought is the bond market is going to force the FED to raise interest rates.

All I can say is HUH?
If the bond market starts to collapse, raising interest rates will sink it more.

Many people do not like Mauldin.
Actually I do not think he has any ideas of his own and steals everyone elses thoughts. That said, he reads all opinions and packages up what makes sense to him in periodic statements. Most of the time he does this very well. His last one hit the nail on the head IMO, and sorts out what is really going on with inflation/deflation in terms of what it will take to get the FED to hike. In a nutshell: RISING WAGES and JOBS. Raising interest rates to stop commodity inflation might not do anything but kill everyting and still not stop China's demand for commodities (my words).

Here is his latest piece and perhaps his best.

frontlinethoughts.com
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