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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: Joan Osland Graffius who wrote (3887)	12/26/2003 12:32:56 AM
From: mishedlo	Read Replies (1) of 110194

During the 1990's the system experienced monetary growth with a serious portion of this capital invested in non productive assets. My thinking is the money supply that went into these non productive assets must be destroyed. My theses is the US must experience a period of deflation. If this deflation is managed poorly, while the capital is under destruction, after the destruction of capital the system could experience massive inflation. Joan this is very helpful insight and tells me that I am 100% on the right track with my Eurodollar play. Thanks for posting and IF and when Japan ever does 100% (or nearly so) write off their bad debt, they might experience serious inflation. In the meantime, it can take YEARS before the US even gets around to admitting the problem. Japan has at least admitted the problem, but has done not very much to fix it. Would you be a big investor in Japan if they do write off all that debt, or will the whole world be F*d up until the US writes off it debt? Thanks again for your thoughts. BTW. If you have any thoughts on where Treasuries and the FED fund rate are headed, please post. Mish

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