Mish's Global Economic Trend Analysis 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 : Mish's Global Economic Trend Analysis

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: mishedlo who wrote (3111)	3/30/2004 10:27:23 PM
From: gregor_us	Read Replies (3) of 116555

Fresh Newcastle Brown Ale in Brooklyn, New York. Well I'm back from New York where my sister had her second baby--which is too say good things are still happening though it's hard to believe. But I did have time to enjoy several pints at the Brooklyn Inn on Bergen Street, and talk with my Behavioral Psychologist PhD buddy--who now trades for a fund in NYC. What we decided is that there is an Inflation Panic brewing, in the works so to speak--and although we agree The Empire of Debt is a Scary House of Cards--we both wonder if its this Inflation Panic that will be the much-looked-for trigger. We see the bond market moving against the Fed. And the Fed looking like a bunch of jolly stooges. My buddy calls it a woosh of inflationary panic upwards--where everybody and their cousin shifts into some kind of inflation-trade. How long does this last? Possibly not long. 3 months. 3 weeks. How about 3 nano-seconds? Because as SOON as this happens that DEBT mountain is coming into play REAL quick. To this I have added the possibility that there will be the return of a global growth paradigm to the global equity markets--for possibly the next 30-90 days. The notion of an inflation panic in the USA with robust foreign markets strikes me as odd--but that's what my gut tells me. Overall, I remain more confused than usual. This must be why I stayed in New York to drink some pints, and hold a wriggling, newborn baby boy! LP

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next