The Epic American Credit and Bond Bubble Laboratory 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 Epic American Credit and Bond Bubble Laboratory

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mishedlo who wrote (7444)	2/9/2004 12:16:44 PM
From: russwinter	Read Replies (1) of 110194

<Demand is "robust" only because prices are low.> I know that's your thesis, in fact you throw it out as if it's been blessed by one of the Wizards or something. The reality is you have offered very little current evidence (throw away your first half, 2003 playbook) to support this position. I have now offered several hundred examples of higher prices coming into the economy with little evidence that demand is being reduced. Let's just use two big ones for argument sake: housing and autos. Inflation demand is being totally supported by easy money.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next