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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 9:18:11 AM
From: Little Joe  Read Replies (1) of 110194
 
"But I am being too general here, not specific enough."

If either of us knew how it is going to work out, we could be very specific. :)

Seriously, I can certainly see your argument, but when I look at strength in the stock market, gold market, commodities market, real estate, etc. I don't see these markets discounting deflation. They are discounting inflation and that is the decisive factor for me. If these markets do a sea change, I likely will change my view.

Little joe
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