SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mishedlo who wrote (9723)7/23/2004 11:30:49 AM
From: Perspective  Read Replies (3) of 116555
 
We are headed into K-winter.

Message 20337295

Deflation, take two. If the season plays out as usual, it should take another ten years or so to work down global debt levels. If we are lucky, serious sociopolitical damage will be avoided. Slowly, gradually, we should begin to accumulate commodities (or short bond positions) over the next decade, for what should be a long run of commodity price gains - through the eventual Spring and Summer seasons.

But yes, for now, staying light on commodities would be wise IMO.

BC
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News