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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: mishedlo who wrote (6081)1/26/2004 6:57:22 AM
From: gregor_us  Read Replies (1) of 110194
 
Mish: You are over-committed to a basically correct thesis--that we are operating essentially in Deflation.

**Inflation exists only in ones mind. Not reality.**

You indicate no room in your analysis for the areas of re-flation, where the Fed has so far been successful. I suggest you review the Economist Magazine's index of Prices and Commodities, as priced in dollars over the last 1, 2 and 3 years.

As you know, I strongly suspect the present Washingion Reflationary effort to fail, and the Debt will be dealt with by Deflation, not Inflation.

But alot of inflationary effects can erupt between now and then. And they have already.
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