The Residential Real Estate Crash Index Message Board

STOCKTALK

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 Residential Real Estate Crash Index

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: GraceZ who wrote (15884)	1/12/2004 11:26:08 AM
From: Wyätt Gwyön	Read Replies (2) of 306849

Guys get it straight no need to patronize. How is the Fed doing both at once? who said the Fed was doing both at once? Elroy said one thing and i said another. we can see shrinkage in the aggregates--this is my point. a lot of the bearish stance against USD was based on the idea of Greenspan inflating the money supply till kingdom come. Russell continues to yammer about this. but in point of fact we are seeing shrinkage. does this matter? the dollar bears seem to dismiss this or ignore it. Noland sidesteps the issue by saying the aggregates don't capture what is going on. others have shifted attention to profligacy on the fiscal side. but can govt profligacy take a perfect baton pass from monetary profligacy, so that the dollar bear market can keep rolling? i have my doubts, just as, in a separate field, i have my doubts about capex compensating for a declining rate of change in consumer spending. i think the shrinkage in the aggregates puts the lie on a lot of the anti-dollar trades, which are in a bubble of their own.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next