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: John Vosilla who wrote (20689)1/7/2005 10:38:01 AM
From: SouthFloridaGuy  Read Replies (3) of 116555
 
I agree with Mish and Heinz on I-rates, I think there is about a 1% chance of the long-end getting out of control.

Everybody thinks that higher rates are the problem, they are not, they're actually a solution.

Lower rates are the problem because it implies deflation.

And there is no way the next recession will be soft given the softness of the last recession. It will either be a deep recession or a depression depending on how much rate cutting landscape Greenspan can create for himself and depending on how high oil goes.

At least the mal-investments will get purged.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext