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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory
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To: russwinter who wrote (11248)4/2/2004 9:54:12 PM
From: Wyätt Gwyön  Read Replies (2) of 110194
 
thanks, a great read, and many resources to explore. the question i have for you is what about the juxtaposition of flucht in die sachwerte and stagnant real income growth--in fact negative growth if you take the position that inflation is understated.

inflationary commodities--are they not, in some sense at least, deflationary, especially in a "service economy" such as our own? it seems to me that as increasing percentages of income are diverted to subsistence, other areas will feel deflationary impacts (i'm talking about the US here).

such is to say that inexorable inflationary pressures and "taxes" on real goods must come out of the hide of the "service economy"--the hide of a worker who's not living too high on the hog incomewise to begin with.

also, what do you think about the current crunch price levels, vs. the more sanguine long-term outlook in commodities implied by their backwardation?
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