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

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To: gregor_us who wrote (5892)	1/23/2004 7:45:56 AM
From: russwinter	Read Replies (2) of 110194

<Maybe we will indeed get the Inflation first> Will get? We have it in spades in key sectors, plus insidious bottlenecks and shortages. <I think it will be rolling, small inflation, which will beget policy that tips us back towards Deflation> It will be shock type inflation that really squeezes business and consumers (in non-discretionary items), although you (and Misheldo and others) are correct about the undercurrent for potential deflation. I've been maintaining that the constant focus on "deflation" (blizzards/icebergs), and "inflation" (hurricanes) is too simplistic. More importantly though, how does one invest? I think the approach you cited in your first post is now the preferred route. I've pretty much done the same thing. As you said, the "reflation" theme is long in the tooth. It's now a serious inflation theme instead, bad for stocks, bonds, paper. Commodities are starting to price it in.

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